2023 Form 5500 filing — Providence Anesthesiology Associates, P.A. Profit Sharing 401(K) 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 20241015134759NAL0014752195002) for Providence Anesthesiology Associates, P.A. Profit Sharing 401(K) Plan, reported by Providence Anesthesiology Associates P.A. under EIN 56-1748928 and plan number 001. It reports 245 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015134759NAL0014752195002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Providence Anesthesiology Associates P.A.
- EIN
- 56-1748928
- Plan number
- 001
- Location
- Charlotte, NC
- Participants
- 245
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,138,943
- Net assets (EOY)
- $121,138,943
- Employer contributions
- $4,977,933
- Participant contributions
- $3,399,611
- Total income / additions
- $28,404,333
- Benefits paid
- $9,669,078
- Administrative expenses
- $47,327
- Total expenses
- $9,716,405
- Net increase / (decrease)
- $18,687,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Investments | NONE | $23,075 | not reported in the loaded dataset |
| Larson Financial Group LLC | NONE | $20,458 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $2,472 | $0 |