Western Anesthesiology Associates, Inc. Profit Sharing Retirement Plan — Form 5500 plan (Western Anesthesiology Associates, 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, Western Anesthesiology Associates, Inc. Profit Sharing Retirement Plan is a benefit plan reported by Western Anesthesiology Associates, Inc. under EIN 43-0959561 and plan number 001. The latest loaded filing year is 2023. The filing reports 299 participants and $136,708,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Western Anesthesiology Associates, Inc.
- EIN
- 43-0959561
- Plan number
- 001
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
- Participants
- 299
- End-of-year plan assets
- $136,708,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 299 | H, C | 20250710140550NAL0005590865001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,708,652
- Net assets (EOY)
- $136,708,652
- Net assets (BOY)
- $109,464,117
Income & contributions
- Employer contributions
- $4,635,212
- Participant contributions
- $2,890,588
- Total contributions
- $8,494,799
- Total income / additions
- $35,314,717
Expenses & distributions
- Benefits paid
- $7,880,313
- Administrative expenses
- $188,835
- Total expenses
- $8,070,182
- Net increase / (decrease)
- $27,244,535
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $110,452 | not reported in the loaded dataset | 2023 |
| Visionary Wealth Advisors LLC | NONE | $20,514 | not reported in the loaded dataset | 2023 |
| Zemenick & Walker Inc | NONE | $8,120 | not reported in the loaded dataset | 2023 |
| Moneta Group Investment Adviso | NONE | $6,115 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $1,460 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Western Anesthesiology Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Visionary Wealth Advisors LLC — Schedule C compensation
- Zemenick & Walker Inc — Schedule C compensation
- Moneta Group Investment Adviso — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation