2023 Form 5500 filing — Neurological Associates Of Tucson Retirement 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 20241015113247NAL0014496675001) for Neurological Associates Of Tucson Retirement Plan, reported by Neurological Associates Of Tucson, P.C. under EIN 86-0187416 and plan number 003. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015113247NAL0014496675001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neurological Associates Of Tucson, P.C.
- EIN
- 86-0187416
- Plan number
- 003
- Location
- Tucson, AZ
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,950,557
- Total liabilities (EOY)
- $10,700
- Net assets (EOY)
- $20,939,857
- Employer contributions
- $1,110,755
- Participant contributions
- $404,886
- Total income / additions
- $5,281,533
- Benefits paid
- $8,864,961
- Administrative expenses
- $62,437
- Total expenses
- $8,927,398
- Net increase / (decrease)
- -$3,645,865
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT AD VISOR/MGMT | $36,339 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,414 | $0 |
| Metz & Associates, Pllc | AUDITOR | $9,750 | not reported in the loaded dataset |
| Pinnacle Plan Design, LLC | CONTRACT ADMINISTRATOR | $8,080 | $0 |