Plan5500

2023 Form 5500 filing — Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust

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 20241015154952NAL0016798691001) for Anesthesia Associates, P.L.L. Profit Sharing Plan And Trust, reported by Anesthesia Associates, P.L.L. under EIN 34-0894140 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015154952NAL0016798691001
Filing year
2023
Form type
2
Plan sponsor
Anesthesia Associates, P.L.L.
EIN
34-0894140
Plan number
002
Location
Painesville, OH
Participants
125
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$48,674,160
Total liabilities (EOY)
$150
Net assets (EOY)
$48,674,010
Employer contributions
$1,086,265
Participant contributions
$341,007
Total income / additions
$12,589,062
Benefits paid
$11,391,457
Administrative expenses
$157,130
Total expenses
$11,548,587
Net increase / (decrease)
$1,040,475
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cookson Peirce & Co. IncINVESTMENT ADVISOR$52,007$0
Zabarsky & Associates, LLCTHIRD PARTY ADMINISTRATO$25,538$0
Charles Schwab & Co., Inc.CUSTODIAN$18,801$0
Hazlett, Burt And WatsonINVESTMENT MANAGER$17,395$0
Carnegie Capital AssetINVESTMENT ADVISOR$15,231$0
Interocean Capital Group, LLCINVESTMENT ADVISOR$10,781$0
Johnson Investment Counsel, Inc.INVESTMENT ADVISOR$6,811$0
Mariner, LLCINVESTMENT ADVISOR$5,963$0

Related Form 5500 pages