Norman H. Anderson, M.D., P.A. 401(K) Plan — Form 5500 plan (Norman H. Anderson, M.D., 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, Norman H. Anderson, M.D., P.A. 401(K) Plan is a benefit plan reported by Norman H. Anderson, M.D., P.A. under EIN 59-1901972 and plan number 001. The latest loaded filing year is 2023. The filing reports 111 participants and $15,928,148 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Norman H. Anderson, M.D., P.A.
EIN
59-1901972
Plan number
001
Plan type
2
Location
Ocala, FL
Latest filing year
2023
Participants
111
End-of-year plan assets
$15,928,148

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023111H, C20240927094057NAL0001839777001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,928,148
Total liabilities (EOY)
$0
Net assets (EOY)
$15,928,148
Net assets (BOY)
$15,619,841

Income & contributions

Employer contributions
$388,865
Participant contributions
$700,377
Total contributions
$1,089,242
Total income / additions
$3,206,816

Expenses & distributions

Benefits paid
$2,835,908
Administrative expenses
$62,601
Total expenses
$2,898,509
Net increase / (decrease)
$308,307

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CoN/A$5,497$02023

Related Form 5500 pages