Associated Physicians, Llp 401(K) Plan — Form 5500 plan (Associated Physicians, Llp)

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, Associated Physicians, Llp 401(K) Plan is a benefit plan reported by Associated Physicians, Llp under EIN 39-1837462 and plan number 001. The latest loaded filing year is 2023. The filing reports 186 participants and $17,082,627 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Associated Physicians, Llp
EIN
39-1837462
Plan number
001
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
186
End-of-year plan assets
$17,082,627

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023186H, C20241015155243NAL0050291728002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,082,627
Net assets (EOY)
$17,082,627
Net assets (BOY)
$16,546,898

Income & contributions

Employer contributions
$576,691
Participant contributions
$736,385
Total contributions
$1,342,673
Total income / additions
$4,079,683

Expenses & distributions

Benefits paid
$3,498,366
Administrative expenses
$45,588
Total expenses
$3,543,954
Net increase / (decrease)
$535,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milestone Investment AdvisorsNONE$30,619not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$14,994not reported in the loaded dataset2023

Related Form 5500 pages