2023 Form 5500 filing — Atlanta Heart Specialists, LLC 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 20241011144124NAL0022059265001) for Atlanta Heart Specialists, LLC 401(K) Plan, reported by Atlanta Heart Specialists, LLC under EIN 58-2563008 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144124NAL0022059265001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Atlanta Heart Specialists, LLC
- EIN
- 58-2563008
- Plan number
- 001
- Location
- East Tucker, GA
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,841,013
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,841,013
- Employer contributions
- $354,353
- Participant contributions
- $592,047
- Total income / additions
- $3,141,707
- Benefits paid
- $246,793
- Administrative expenses
- $66,920
- Total expenses
- $313,713
- Net increase / (decrease)
- $2,827,994
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kinwell LLC | INVESTMENT ADVISOR | $62,647 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $5,429 |