Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan — Form 5500 plan (Marietta Dermatology Associates Pa)
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, Marietta Dermatology Associates, P.A. 401-K Profit Sharing Plan is a benefit plan reported by Marietta Dermatology Associates Pa under EIN 58-1132160 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $22,058,998 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marietta Dermatology Associates Pa
- EIN
- 58-1132160
- Plan number
- 002
- Plan type
- 2
- Location
- Marietta, GA
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $22,058,998
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20250917112804NAL0000461315001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,058,998
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,058,998
- Net assets (BOY)
- $22,755,411
Income & contributions
- Employer contributions
- $844,256
- Participant contributions
- $455,196
- Total contributions
- $1,315,627
- Total income / additions
- $4,536,343
Expenses & distributions
- Benefits paid
- $5,140,872
- Administrative expenses
- $91,884
- Total expenses
- $5,232,756
- Net increase / (decrease)
- -$696,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Futureplan By Ascensus | RECORDKEEPING/CONSULTANT | $32,532 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Mgnt | PARTICIPANT SBDA MANAGER | $26,990 | not reported in the loaded dataset | 2023 |
| Wells Fargo Funds Management LLC | PARTICIPANT SBDA MANAGER | $22,186 | not reported in the loaded dataset | 2023 |
| Rockefeller Group At Morgan Stanley | PARTICIPANT SBDA MANAGER | $9,968 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marietta Dermatology Associates Pa
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Marietta, GA
- Futureplan By Ascensus — Schedule C compensation
- Morgan Stanley Investment Mgnt — Schedule C compensation
- Wells Fargo Funds Management LLC — Schedule C compensation
- Rockefeller Group At Morgan Stanley — Schedule C compensation