Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust — Form 5500 plan (Ear, Nose & Throat Associates, P.C.)
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, Ear, Nose & Throat Associates, P.C. Retirement Savings Plan And Trust is a benefit plan reported by Ear, Nose & Throat Associates, P.C. under EIN 35-1086214 and plan number 001. The latest loaded filing year is 2023. The filing reports 175 participants and $26,338,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ear, Nose & Throat Associates, P.C.
- EIN
- 35-1086214
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 175
- End-of-year plan assets
- $26,338,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 175 | H, C | 20241014134632NAL0052528594001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,338,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,338,608
- Net assets (BOY)
- $22,349,212
Income & contributions
- Employer contributions
- $1,167,275
- Participant contributions
- $637,074
- Total contributions
- $1,804,349
- Total income / additions
- $5,669,711
Expenses & distributions
- Benefits paid
- $1,594,138
- Administrative expenses
- $81,791
- Total expenses
- $1,680,315
- Net increase / (decrease)
- $3,989,396
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Forvis Wealth Advisory, LLC | ADVISOR | $68,621 | $0 | 2023 |
| Phillips Financial Management LLC | INVESTMENT ADVISOR | $8,397 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $4,773 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ear, Nose & Throat Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Forvis Wealth Advisory, LLC — Schedule C compensation
- Phillips Financial Management LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation