2023 Form 5500 filing — Marietta Dermatology Associates, P.A. 401-K Profit Sharing 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 20250917112804NAL0000461315001) for Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan, reported by Marietta Dermatology Associates Pa under EIN 58-1132160 and plan number 002. It reports 240 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250917112804NAL0000461315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Marietta Dermatology Associates Pa
- EIN
- 58-1132160
- Plan number
- 002
- Location
- Marietta, GA
- Participants
- 240
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,058,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,058,998
- Employer contributions
- $844,256
- Participant contributions
- $455,196
- Total income / additions
- $4,536,343
- Benefits paid
- $5,140,872
- Administrative expenses
- $91,884
- Total expenses
- $5,232,756
- Net increase / (decrease)
- -$696,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPING/CONSULTANT | $32,532 | not reported in the loaded dataset |
| Morgan Stanley Investment Mgnt | PARTICIPANT SBDA MANAGER | $26,990 | not reported in the loaded dataset |
| Wells Fargo Funds Management LLC | PARTICIPANT SBDA MANAGER | $22,186 | not reported in the loaded dataset |
| Rockefeller Group At Morgan Stanley | PARTICIPANT SBDA MANAGER | $9,968 | not reported in the loaded dataset |