Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ohio Anesthesia Group, Inc.)
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, Ohio Anesthesia Group, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ohio Anesthesia Group, Inc. under EIN 26-0347451 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $59,953,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Anesthesia Group, Inc.
- EIN
- 26-0347451
- Plan number
- 001
- Plan type
- 2
- Location
- Canton, OH
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $59,953,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240501070617NAL0017591763001 |
| 2023 | 127 | H, C | 20240329120218NAL0005806913001 |
| 2023 | 140 | H, C | 20241014164621NAL0027895041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $60,589,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $60,589,239
- Net assets (BOY)
- $57,558,629
Income & contributions
- Employer contributions
- $2,113,397
- Participant contributions
- $1,797,672
- Total contributions
- $4,032,074
- Total income / additions
- $14,011,236
Expenses & distributions
- Benefits paid
- $10,616,909
- Administrative expenses
- $316,505
- Total expenses
- $10,980,626
- Net increase / (decrease)
- $3,030,610
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| B&T Capital Management Incorpo | INVESTMENT ADVISOR | $53,803 | not reported in the loaded dataset | 2023 |
| Alpha Capital Management | INVESTMENT MANAGER | $53,803 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $47,502 | not reported in the loaded dataset | 2023 |
| Sequoia Financial Advisors, LLC | INVESTMENT ADVISOR | $37,326 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $33,607 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $10,810 | $19,500 | 2023 |
| Aurum Wealth Management | INVESTMENT MANAGER | $25,719 | not reported in the loaded dataset | 2023 |
| Beacon Pointe Advisors LLC | INVESTMENT ADVISOR | $23,574 | not reported in the loaded dataset | 2023 |
| Cookson Peirce Wealth Management | INVESTMENT ADVISOR | $21,592 | not reported in the loaded dataset | 2023 |
| Janney Montgomery Scott LLC | INVESTMENT MANAGER | $21,421 | not reported in the loaded dataset | 2023 |
| Alpha Capital Management | INVESTMENT MANAGER | $20,473 | not reported in the loaded dataset | 2023 |
| Tnlpg | INVESTMENT MANAGER | $19,720 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $17,353 | not reported in the loaded dataset | 2023 |
| Sequoia Financial Advisors, LLC | INVESTMENT MANAGER | $16,831 | not reported in the loaded dataset | 2023 |
| Lincoln Financial Advisors Comp | SERVICE PROVIDER | $16,085 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGER | $13,939 | $0 | 2023 |
| Aurum Wealth Management | INVESTMENT MANAGER | $12,391 | not reported in the loaded dataset | 2023 |
| Cookson Peirce Wealth Management | INVESTMENT MANAGEMENT | $11,957 | not reported in the loaded dataset | 2023 |
| American Premier Financial | INVESTMENT MANAGEMENT | $11,888 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | RECORDKEEPER | $9,890 | not reported in the loaded dataset | 2023 |
| Cbiz Benefits And Insurance Service | THIRD PARTY ADMIN | $8,907 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc | INVESTMENT MANAGER | $7,729 | $0 | 2023 |
| Mcdonald Partners | INVESTMENT MANAGER | $7,562 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual | INVESTMENT ADVISOR | $6,251 | not reported in the loaded dataset | 2023 |
| Goldman Sachs Asset Management | INVESTMENT MANAGER | $5,669 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | INVESTMENT MANAGER | $5,339 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $2,157 | $0 | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $1,574 | $0 | 2023 |
| Matrix Trust Company | CUSTODIAL | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Anesthesia Group, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canton, OH
- B&T Capital Management Incorpo — Schedule C compensation
- Alpha Capital Management — Schedule C compensation
- Lincoln Financial Advisors Comp — Schedule C compensation
- Sequoia Financial Advisors, LLC — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Aurum Wealth Management — Schedule C compensation
- Beacon Pointe Advisors LLC — Schedule C compensation
- Cookson Peirce Wealth Management — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Tnlpg — Schedule C compensation
- Goldman Sachs Asset Management — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- American Premier Financial — Schedule C compensation
- Cbiz Benefits And Insurance Service — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- Mcdonald Partners — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation
- Matrix Trust Company — Schedule C compensation