2023 Form 5500 filing — Midwest Physician Anesthesia Services, Inc. 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 20241014145144NAL0026465441001) for Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan, reported by Midwest Physician Anesthesia Services, Inc. under EIN 31-1039177 and plan number 001. It reports 149 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145144NAL0026465441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midwest Physician Anesthesia Services, Inc.
- EIN
- 31-1039177
- Plan number
- 001
- Location
- Columbus, OH
- Participants
- 149
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $107,361,071
- Net assets (EOY)
- $107,361,071
- Employer contributions
- $6,158,162
- Participant contributions
- $276,572
- Total income / additions
- $24,628,746
- Benefits paid
- $10,729,118
- Administrative expenses
- $266,266
- Total expenses
- $10,995,384
- Net increase / (decrease)
- $13,633,362
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kevin Foley | NONE | $30,309 | $0 |
| The Leeman Group | NONE | $21,148 | $0 |
| Michael Mildrum | NONE | $20,833 | $0 |
| Scott Lucas | NONE | $15,740 | $0 |
| Parsec Financial Management | NONE | $14,256 | $0 |
| Wisdom Wealth Investment Advisors | NONE | $14,128 | $0 |
| Peter Waterloo | NONE | $13,400 | $0 |
| Pds Planning, Inc. | NONE | $13,225 | $0 |
| Cetera Advisor Networks LLC | NONE | $11,073 | $0 |
| Derek Smith | NONE | $10,583 | $0 |
| James Flowers | NONE | $8,732 | $0 |
| Stratos Wealth Partners, Ltd | NONE | $8,290 | $0 |
| Ascend Advisory | NONE | $6,856 | $0 |
| Thomas Vorisek | NONE | $6,793 | $0 |
| Gb Wealth Management Group | NONE | $6,037 | $0 |
| Fullen Financial | NONE | $5,463 | $0 |
| Advanced Asset Management Advisors | NONE | not reported in the loaded dataset | not reported in the loaded dataset |
| Cetera Advisor Networks LLC | 11073 | $0 | $0 |
| The Leeman Group | 21148 | $0 | $0 |
| Thomax Vorisek | 6793 | $0 | $0 |