2023 Form 5500 filing — Western Anesthesiology Associates, Inc. Profit Sharing 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 20250710140550NAL0005590865001) for Western Anesthesiology Associates, Inc. Profit Sharing Retirement Plan, reported by Western Anesthesiology Associates, Inc. under EIN 43-0959561 and plan number 001. It reports 299 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250710140550NAL0005590865001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Western Anesthesiology Associates, Inc.
- EIN
- 43-0959561
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 299
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $136,708,652
- Net assets (EOY)
- $136,708,652
- Employer contributions
- $4,635,212
- Participant contributions
- $2,890,588
- Total income / additions
- $35,314,717
- Benefits paid
- $7,880,313
- Administrative expenses
- $188,835
- Total expenses
- $8,070,182
- Net increase / (decrease)
- $27,244,535
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $110,452 | not reported in the loaded dataset |
| Visionary Wealth Advisors LLC | NONE | $20,514 | not reported in the loaded dataset |
| Zemenick & Walker Inc | NONE | $8,120 | not reported in the loaded dataset |
| Moneta Group Investment Adviso | NONE | $6,115 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,460 | $0 |