Asap 401(K) & Profit Sharing Plan — Form 5500 plan (Associated Surgeons & Physicians, 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, Asap 401(K) & Profit Sharing Plan is a benefit plan reported by Associated Surgeons & Physicians, LLC under EIN 26-3512835 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $34,221,981 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Surgeons & Physicians, LLC
EIN
26-3512835
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
270
End-of-year plan assets
$34,221,981

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20240903100916NAL0038702242001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,221,981
Total liabilities (EOY)
$10,402
Net assets (EOY)
$34,211,579
Net assets (BOY)
$32,097,607

Income & contributions

Employer contributions
$393,958
Participant contributions
$903,077
Total contributions
$1,459,592
Total income / additions
$7,030,873

Expenses & distributions

Benefits paid
$4,868,942
Administrative expenses
$44,448
Total expenses
$4,916,901
Net increase / (decrease)
$2,113,972

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Wealth Partners GroupCONSULTANT$44,449not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$0$02023

Related Form 5500 pages