Advanced Dermatology Associates, Ltd. 401(K) Plan — Form 5500 plan (Advanced Dermatology Associates, Ltd.)
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 Dermatology Associates, Ltd. 401(K) Plan is a benefit plan reported by Advanced Dermatology Associates, Ltd. under EIN 23-1855600 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $27,146,074 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advanced Dermatology Associates, Ltd.
- EIN
- 23-1855600
- Plan number
- 001
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $27,146,074
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20241015095542NAL0027995137001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,146,074
- Net assets (EOY)
- $27,146,074
- Net assets (BOY)
- $23,667,721
Income & contributions
- Employer contributions
- $755,731
- Participant contributions
- $520,549
- Total contributions
- $1,276,280
- Total income / additions
- $5,465,647
Expenses & distributions
- Benefits paid
- $1,913,039
- Administrative expenses
- $74,255
- Total expenses
- $1,987,294
- Net increase / (decrease)
- $3,478,353
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $58,194 | $50 | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $13,014 | $0 | 2023 |
| Limestone Pension Associates, LLC | TPA | $3,075 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advanced Dermatology Associates, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Limestone Pension Associates, LLC — Schedule C compensation