Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan — Form 5500 plan (Midwest Physician Anesthesia Services, 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, Midwest Physician Anesthesia Services, Inc. Profit Sharing Plan is a benefit plan reported by Midwest Physician Anesthesia Services, Inc. under EIN 31-1039177 and plan number 001. The latest loaded filing year is 2023. The filing reports 149 participants and $107,361,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midwest Physician Anesthesia Services, Inc.
- EIN
- 31-1039177
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, OH
- Latest filing year
- 2023
- Participants
- 149
- End-of-year plan assets
- $107,361,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 149 | H, C | 20241014145144NAL0026465441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $107,361,071
- Net assets (EOY)
- $107,361,071
- Net assets (BOY)
- $93,727,709
Income & contributions
- Employer contributions
- $6,158,162
- Participant contributions
- $276,572
- Total contributions
- $6,995,358
- Total income / additions
- $24,628,746
Expenses & distributions
- Benefits paid
- $10,729,118
- Administrative expenses
- $266,266
- Total expenses
- $10,995,384
- Net increase / (decrease)
- $13,633,362
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kevin Foley | NONE | $30,309 | $0 | 2023 |
| The Leeman Group | NONE | $21,148 | $0 | 2023 |
| Michael Mildrum | NONE | $20,833 | $0 | 2023 |
| Scott Lucas | NONE | $15,740 | $0 | 2023 |
| Parsec Financial Management | NONE | $14,256 | $0 | 2023 |
| Wisdom Wealth Investment Advisors | NONE | $14,128 | $0 | 2023 |
| Peter Waterloo | NONE | $13,400 | $0 | 2023 |
| Pds Planning, Inc. | NONE | $13,225 | $0 | 2023 |
| Cetera Advisor Networks LLC | NONE | $11,073 | $0 | 2023 |
| Derek Smith | NONE | $10,583 | $0 | 2023 |
| James Flowers | NONE | $8,732 | $0 | 2023 |
| Stratos Wealth Partners, Ltd | NONE | $8,290 | $0 | 2023 |
| Ascend Advisory | NONE | $6,856 | $0 | 2023 |
| Thomas Vorisek | NONE | $6,793 | $0 | 2023 |
| Gb Wealth Management Group | NONE | $6,037 | $0 | 2023 |
| Fullen Financial | NONE | $5,463 | $0 | 2023 |
| Advanced Asset Management Advisors | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Cetera Advisor Networks LLC | 11073 | $0 | $0 | 2023 |
| The Leeman Group | 21148 | $0 | $0 | 2023 |
| Thomax Vorisek | 6793 | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midwest Physician Anesthesia Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Columbus, OH
- Kevin Foley — Schedule C compensation
- The Leeman Group — Schedule C compensation
- Michael Mildrum — Schedule C compensation
- Scott Lucas — Schedule C compensation
- Parsec Financial Management — Schedule C compensation
- Wisdom Wealth Investment Advisors — Schedule C compensation
- Peter Waterloo — Schedule C compensation
- Pds Planning, Inc. — Schedule C compensation
- Cetera Advisor Networks LLC — Schedule C compensation
- Derek Smith — Schedule C compensation
- James Flowers — Schedule C compensation
- Stratos Wealth Partners, Ltd — Schedule C compensation
- Ascend Advisory — Schedule C compensation
- Thomas Vorisek — Schedule C compensation
- Gb Wealth Management Group — Schedule C compensation
- Fullen Financial — Schedule C compensation
- Advanced Asset Management Advisors — Schedule C compensation
- Thomax Vorisek — Schedule C compensation