2023 Form 5500 filing — Paragon Anesthesia 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 20250501081134NAL0002098691001) for Paragon Anesthesia 401(K) Plan, reported by Paragon Anesthesia, P.C. under EIN 62-1091810 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250501081134NAL0002098691001
Filing year
2023
Form type
2
Plan sponsor
Paragon Anesthesia, P.C.
EIN
62-1091810
Plan number
001
Location
Kingsport, TN
Participants
131
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,028,955
Total liabilities (EOY)
$0
Net assets (EOY)
$50,028,955
Employer contributions
$1,951,456
Participant contributions
$1,990,978
Total income / additions
$12,864,843
Benefits paid
$3,071,748
Administrative expenses
$58,112
Total expenses
$3,129,860
Net increase / (decrease)
$9,734,983
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Woodbury Financial Services .00 IncINVESTMENT ADVISOR$20,091not reported in the loaded dataset
Capital Group Retirement PlanRECORDKEEPER$6,854$0
Qualified Plan Administrators IncCONTRACT ADMIN$850not reported in the loaded dataset

Related Form 5500 pages