Professional Anesthesia Providers Psc Retirement Plan — Form 5500 plan (Professional Anesthesia Providers Psc Retirement Plan)

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, Professional Anesthesia Providers Psc Retirement Plan is a benefit plan reported by Professional Anesthesia Providers Psc Retirement Plan under EIN 66-0648750 and plan number 001. The latest loaded filing year is 2023. The filing reports 15 participants and $1,301,926 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Professional Anesthesia Providers Psc Retirement Plan
EIN
66-0648750
Plan number
001
Plan type
2
Location
Mayaguez, PR
Latest filing year
2023
Participants
15
End-of-year plan assets
$1,301,926

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202315I, C20240829090055NAL0007492643001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,301,926
Net assets (EOY)
$1,301,926
Net assets (BOY)
$1,135,902

Income & contributions

Employer contributions
$24,514
Participant contributions
$48,831
Total income / additions
$213,018

Expenses & distributions

Benefits paid
$32,620
Administrative expenses
$14,374
Total expenses
$46,994
Net increase / (decrease)
$166,024

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$13,857$02023
Lincoln Financial SecuritiesBROKER/ADVISOR$0$5,8642023
Oriental Bank & TrustCONTRACT ADM$0$1,1832023
Leafhouse Financial Advisors, LLC591$0not reported in the loaded dataset2023

Related Form 5500 pages