Affiliated Dermatology 401(K) Plan — Form 5500 plan (Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology)
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, Affiliated Dermatology 401(K) Plan is a benefit plan reported by Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology under EIN 74-3037351 and plan number 001. The latest loaded filing year is 2023. The filing reports 365 participants and $6,315,569 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology
- EIN
- 74-3037351
- Plan number
- 001
- Plan type
- 2
- Location
- Scottsdale, AZ
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $6,315,569
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241009125238NAL0032665920001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,315,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,315,569
- Net assets (BOY)
- $5,241,224
Income & contributions
- Employer contributions
- $438,235
- Participant contributions
- $622,378
- Total contributions
- $1,100,665
- Total income / additions
- $1,999,644
Expenses & distributions
- Benefits paid
- $877,906
- Administrative expenses
- $38,688
- Total expenses
- $925,299
- Net increase / (decrease)
- $1,074,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bayntree Wealth Advisors, LLC | INVESTMENT ADVISOR | $22,013 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc. Dba Futurepl | CONTRACT ADMIN | $12,822 | $2,731 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $3,201 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $652 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Richard Lee Averitte, Jr., Pllc Dba Affiliated Dermatology
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Scottsdale, AZ
- Bayntree Wealth Advisors, LLC — Schedule C compensation
- Ascensus Holdings Inc. Dba Futurepl — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation