2023 Form 5500 filing — Advanced Ent Cash Balance 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 20241014151744NAL0027684641001) for Advanced Ent Cash Balance Plan, reported by Regional Otolaryngology Head And Neck Associates, LLC under EIN 20-0423081 and plan number 002. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151744NAL0027684641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Otolaryngology Head And Neck Associates, LLC
- EIN
- 20-0423081
- Plan number
- 002
- Location
- Woodbury, NJ
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,900,757
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,900,757
- Employer contributions
- $1,439,852
- Total income / additions
- $1,614,145
- Benefits paid
- $25,730
- Administrative expenses
- $18,050
- Total expenses
- $43,780
- Net increase / (decrease)
- $1,570,365
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Global Investors | INVESTMENT ADVISOR | $18,050 | not reported in the loaded dataset |