2023 Form 5500 filing — Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing 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 20241014133537NAL0013360707002) for Anesthesia Associates Of Kansas City, P.A. 401(K) Profit Sharing Plan, reported by Anesthesia Associates Of Kansas City, P.A. under EIN 43-0975680 and plan number 001. It reports 388 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133537NAL0013360707002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Anesthesia Associates Of Kansas City, P.A.
- EIN
- 43-0975680
- Plan number
- 001
- Location
- Overland Park, KS
- Participants
- 388
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $163,318,915
- Net assets (EOY)
- $163,318,915
- Employer contributions
- $6,415,612
- Participant contributions
- $3,319,358
- Total income / additions
- $33,774,023
- Benefits paid
- $12,887,552
- Administrative expenses
- $275,440
- Total expenses
- $13,167,977
- Net increase / (decrease)
- $20,606,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning LLC | NONE | $113,480 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $66,126 | not reported in the loaded dataset |
| Canvas Wealth Advisors LLC | NONE | $37,320 | not reported in the loaded dataset |
| The Etf Store Inc | NONE | $15,439 | not reported in the loaded dataset |
| Onedigital Investment Advisors | NONE | $10,263 | not reported in the loaded dataset |
| Fisher Investments | NONE | $7,736 | not reported in the loaded dataset |
| Rubinbrown Advisors LLC | NONE | $7,633 | not reported in the loaded dataset |
| Ifs Advisors LLC | NONE | $7,276 | not reported in the loaded dataset |
| Dain Rauscher Incorporated | NONE | $6,664 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,116 | $0 |