Commonwealth Anesthesia, Psc 401(K) Profit Sharing Plan — Form 5500 plan (Commonwealth Anesthesia, Psc)
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, Commonwealth Anesthesia, Psc 401(K) Profit Sharing Plan is a benefit plan reported by Commonwealth Anesthesia, Psc under EIN 61-1164344 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $37,830,851 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Commonwealth Anesthesia, Psc
- EIN
- 61-1164344
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $37,830,851
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | H, C | 20240912111208NAL0014034624002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,830,851
- Net assets (EOY)
- $37,830,851
- Net assets (BOY)
- $31,776,717
Income & contributions
- Employer contributions
- $2,211,381
- Participant contributions
- $1,245,315
- Total contributions
- $3,546,778
- Total income / additions
- $8,818,478
Expenses & distributions
- Benefits paid
- $2,721,937
- Administrative expenses
- $42,407
- Total expenses
- $2,764,344
- Net increase / (decrease)
- $6,054,134
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Wealth Management LLC | ADVISOR | $25,122 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $17,118 | $0 | 2023 |
| Charles Schwab & Co., Inc | SECURITIES BROKER | $157 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Commonwealth Anesthesia, Psc
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Lexington, KY
- Meridian Wealth Management LLC — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Charles Schwab & Co., Inc — Schedule C compensation
- National Financial Services — Schedule C compensation