2023 Form 5500 filing — Arizona Ob/Gyn Affiliates Pc 401(K) 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 20241015125118NAL0016429107001) for Arizona Ob/Gyn Affiliates Pc 401(K) Retirement Plan, reported by Arizona Ob/Gyn Affiliates P.C. under EIN 20-5198811 and plan number 001. It reports 568 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125118NAL0016429107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arizona Ob/Gyn Affiliates P.C.
- EIN
- 20-5198811
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 568
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,421,756
- Net assets (EOY)
- $29,421,756
- Employer contributions
- $1,619,099
- Participant contributions
- $1,916,055
- Total income / additions
- $7,325,984
- Benefits paid
- $2,424,497
- Administrative expenses
- $82,814
- Total expenses
- $2,507,311
- Net increase / (decrease)
- $4,818,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Raymond James Financial | ADVISOR | $45,856 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $33,438 | $0 |
| Pension Planners, Inc. | TPA | $3,470 | $0 |