2023 Form 5500 filing — Aara 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 20241220092837NAL0006002209001) for Aara 401(K) Plan, reported by Florida Arthritis And Rheumatology Associates, LLC Dba Aara under EIN 46-2817349 and plan number 001. It reports 776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241220092837NAL0006002209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Florida Arthritis And Rheumatology Associates, LLC Dba Aara
- EIN
- 46-2817349
- Plan number
- 001
- Location
- Vero Beach, FL
- Participants
- 776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $613,019
- Participant contributions
- $1,852,714
- Total income / additions
- $4,066,273
- Benefits paid
- $728,676
- Administrative expenses
- $121,817
- Total expenses
- $850,493
- Net increase / (decrease)
- $3,215,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner Smith | NONE | $62,496 | not reported in the loaded dataset |
| Definiti, LLC | NONE | $4,450 | $10,087 |
| Empower Annuity Ins Co Of America | NONE | $1,854 | not reported in the loaded dataset |