2023 Form 5500 filing — Emergency Physicians Professional Association Profit Sharing 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009160800NAL0019600193001) for Emergency Physicians Professional Association Profit Sharing 401(K) Plan, reported by Emergency Physicians Professional Association under EIN 41-0949999 and plan number 001. It reports 613 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160800NAL0019600193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Emergency Physicians Professional Association
- EIN
- 41-0949999
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 613
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $257,364,697
- Net assets (EOY)
- $257,364,697
- Employer contributions
- $13,917,581
- Participant contributions
- $4,863,217
- Total income / additions
- $55,234,595
- Benefits paid
- $12,407,863
- Administrative expenses
- $122,634
- Total expenses
- $12,541,849
- Net increase / (decrease)
- $42,692,746
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $122,609 | not reported in the loaded dataset |
| Everest Financial Group LLC | NONE | $43,112 | not reported in the loaded dataset |
| The Advocate Group LLC | NONE | $13,821 | not reported in the loaded dataset |
| Cliftonlarsonallen | NONE | $9,436 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $8,330 | not reported in the loaded dataset |
| Mutual Advisors LLC | NONE | $7,736 | not reported in the loaded dataset |
| Oceanside Advisors LLC | NONE | $6,356 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $807 | $0 |