Plan5500

Advanced Ent Retirement Plan — Form 5500 plan (Regional Otolaryngology Head And Neck Associates, LLC)

Plain-English plan 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, Advanced Ent Retirement Plan is a benefit plan reported by Regional Otolaryngology Head And Neck Associates, LLC under EIN 13-4233377 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $34,399,421 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Regional Otolaryngology Head And Neck Associates, LLC
EIN
13-4233377
Plan number
001
Plan type
2
Location
Cherry Hill, NJ
Latest filing year
2023
Participants
141
End-of-year plan assets
$34,399,421

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023141H, C20241008150331NAL0008495027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,399,421
Total liabilities (EOY)
$0
Net assets (EOY)
$34,399,421
Net assets (BOY)
$32,146,086

Income & contributions

Employer contributions
$766,162
Participant contributions
$771,559
Total contributions
$1,726,457
Total income / additions
$7,437,254

Expenses & distributions

Benefits paid
$5,122,513
Administrative expenses
$61,406
Total expenses
$5,183,919
Net increase / (decrease)
$2,253,335

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$61,406$02023
Morningstar Investment Management LINV ADV, PARTICIPANTS$0$02023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages