Atlantic Anesthesia, Inc. Profit Sharing Plan — Form 5500 plan (Atlantic Anesthesia, 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, Atlantic Anesthesia, Inc. Profit Sharing Plan is a benefit plan reported by Atlantic Anesthesia, Inc. under EIN 54-1855514 and plan number 004. The latest loaded filing year is 2023. The filing reports 170 participants and $50,410,194 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Atlantic Anesthesia, Inc.
EIN
54-1855514
Plan number
004
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023
Participants
170
End-of-year plan assets
$50,410,194

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023170H, C20240919140623NAL0002390291001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,410,194
Total liabilities (EOY)
$6,430
Net assets (EOY)
$50,403,764
Net assets (BOY)
$44,770,419

Income & contributions

Employer contributions
$1,766,130
Participant contributions
$0
Total contributions
$1,766,130
Total income / additions
$9,882,027

Expenses & distributions

Benefits paid
$4,117,621
Administrative expenses
$131,061
Total expenses
$4,248,682
Net increase / (decrease)
$5,633,345

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morris & Wells Wealth ManagementPARTY-IN-INTEREST$79,476not reported in the loaded dataset2023
Cerity PartnersPARTY-IN-INTEREST$47,101not reported in the loaded dataset2023

Related Form 5500 pages