2023 Form 5500 filing — Ent And Allergy Associates, Llp 401(K) Profit Sharing Plan Ii
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 20241014102603NAL0027021713001) for Ent And Allergy Associates, Llp 401(K) Profit Sharing Plan Ii, reported by Ent And Allergy Associates, Llp under EIN 13-4000192 and plan number 004. It reports 976 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014102603NAL0027021713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ent And Allergy Associates, Llp
- EIN
- 13-4000192
- Plan number
- 004
- Location
- Tarrytown, NY
- Participants
- 976
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,988,766
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,988,766
- Employer contributions
- $6,132,705
- Participant contributions
- $2,711,385
- Total income / additions
- $19,181,551
- Benefits paid
- $2,978,513
- Administrative expenses
- $89,517
- Total expenses
- $3,068,030
- Net increase / (decrease)
- $16,113,521
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $63,305 | $0 |
| Private Advisor Group | INVESTMENT ADVISORY | $26,212 | $38 |