Atlanta Women'S Healthcare Specialists, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Atlanta Women'S Healthcare Specialists, 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, Atlanta Women'S Healthcare Specialists, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Atlanta Women'S Healthcare Specialists, LLC under EIN 20-1259958 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $31,144,950 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Atlanta Women'S Healthcare Specialists, LLC
- EIN
- 20-1259958
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $31,144,950
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241001111054NAL0012186784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,144,950
- Net assets (EOY)
- $31,144,950
- Net assets (BOY)
- $26,099,058
Income & contributions
- Employer contributions
- $1,564,811
- Participant contributions
- $939,694
- Total contributions
- $2,573,041
- Total income / additions
- $6,988,632
Expenses & distributions
- Benefits paid
- $1,921,349
- Administrative expenses
- $21,391
- Total expenses
- $1,942,740
- Net increase / (decrease)
- $5,045,892
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | BROKER ADVISOR | $0 | $62,288 | 2023 |
| Smith And Howard Pc | AUDITOR | $31,500 | $0 | 2023 |
| Retirement Plan Administrators, LLC | CONTRACT ADMINISTRATOR | $12,242 | $0 | 2023 |
| Empower Advisory Group, LLC | IVESTMENT MGMT | $3,643 | $0 | 2023 |
| Empower Annuity Insur Co Of America | RECORDKEEPER | $1,750 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Atlanta Women'S Healthcare Specialists, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Morgan Stanley Smith Barney — Schedule C compensation
- Smith And Howard Pc — Schedule C compensation
- Retirement Plan Administrators, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insur Co Of America — Schedule C compensation