Northern Colorado Anesthesia Professionals, Pllc 401k Plan — Form 5500 plan (Northern Colorado Anesthesia Professionals, Pllc)

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, Northern Colorado Anesthesia Professionals, Pllc 401k Plan is a benefit plan reported by Northern Colorado Anesthesia Professionals, Pllc under EIN 84-1439630 and plan number 001. The latest loaded filing year is 2023. The filing reports 127 participants and $57,119,444 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northern Colorado Anesthesia Professionals, Pllc
EIN
84-1439630
Plan number
001
Plan type
2
Location
Fort Collins, CO
Latest filing year
2023
Participants
127
End-of-year plan assets
$57,119,444

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023127H, C20241009103650NAL0009112115001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$57,119,444
Total liabilities (EOY)
$0
Net assets (EOY)
$57,119,444
Net assets (BOY)
$50,306,868

Income & contributions

Employer contributions
$2,942,809
Participant contributions
$2,272,702
Total contributions
$5,327,952
Total income / additions
$13,960,495

Expenses & distributions

Benefits paid
$6,965,184
Administrative expenses
$182,735
Total expenses
$7,147,919
Net increase / (decrease)
$6,812,576

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Creative PlanningNONE$159,187not reported in the loaded dataset2023
Matrix BroadridgeNONE$7,478not reported in the loaded dataset2023
Raymond James Financial ServicesNONE$6,854not reported in the loaded dataset2023

Related Form 5500 pages