Medical Anesthesia Group, P.A. Profit Sharing Plan — Form 5500 plan (Medical Anesthesia Group, 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, Medical Anesthesia Group, P.A. Profit Sharing Plan is a benefit plan reported by Medical Anesthesia Group, P.A. under EIN 62-0815135 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $122,072,248 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Medical Anesthesia Group, P.A.
- EIN
- 62-0815135
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $122,072,248
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20240913153853NAL0010115505001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $122,072,248
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $122,072,248
- Net assets (BOY)
- $118,489,660
Income & contributions
- Employer contributions
- $1,442,477
- Participant contributions
- $1,969,845
- Total contributions
- $4,320,610
- Total income / additions
- $21,837,343
Expenses & distributions
- Benefits paid
- $17,721,758
- Administrative expenses
- $532,997
- Total expenses
- $18,254,755
- Net increase / (decrease)
- $3,582,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Meridian Trust & Investment Company | NONE | $503,689 | $0 | 2023 |
| Epic Advisors, Inc | NONE | $21,457 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $7,773 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Medical Anesthesia Group, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Meridian Trust & Investment Company — Schedule C compensation
- Epic Advisors, Inc — Schedule C compensation
- Raymond James & Associates — Schedule C compensation