Providence Anesthesiology Associates, P.A. Profit Sharing 401(K) Plan — Form 5500 plan (Providence Anesthesiology Associates P.A.)
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, Providence Anesthesiology Associates, P.A. Profit Sharing 401(K) Plan is a benefit plan reported by Providence Anesthesiology Associates P.A. under EIN 56-1748928 and plan number 001. The latest loaded filing year is 2023. The filing reports 245 participants and $121,138,943 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Providence Anesthesiology Associates P.A.
- EIN
- 56-1748928
- Plan number
- 001
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 245
- End-of-year plan assets
- $121,138,943
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 245 | H, C | 20241015134759NAL0014752195002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,138,943
- Net assets (EOY)
- $121,138,943
- Net assets (BOY)
- $102,451,015
Income & contributions
- Employer contributions
- $4,977,933
- Participant contributions
- $3,399,611
- Total contributions
- $8,713,424
- Total income / additions
- $28,404,333
Expenses & distributions
- Benefits paid
- $9,669,078
- Administrative expenses
- $47,327
- Total expenses
- $9,716,405
- Net increase / (decrease)
- $18,687,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Investments | NONE | $23,075 | not reported in the loaded dataset | 2023 |
| Larson Financial Group LLC | NONE | $20,458 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,472 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Providence Anesthesiology Associates P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Fisher Investments — Schedule C compensation
- Larson Financial Group LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation