Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Arizona Community Physicians, P.C.)

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, Arizona Community Physicians, P.C. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Arizona Community Physicians, P.C. under EIN 86-0767800 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,051 participants and $136,467,925 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arizona Community Physicians, P.C.
EIN
86-0767800
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
1,051
End-of-year plan assets
$136,467,925

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,051H, C20241010193707NAL0011858131001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$136,467,925
Total liabilities (EOY)
$0
Net assets (EOY)
$136,467,925
Net assets (BOY)
$124,076,452

Income & contributions

Employer contributions
$5,200,710
Participant contributions
$4,668,396
Total contributions
$10,061,054
Total income / additions
$29,632,769

Expenses & distributions

Benefits paid
$17,052,695
Administrative expenses
$186,630
Total expenses
$17,241,296
Net increase / (decrease)
$12,391,473

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellspring Financial PartnersADVISOR$97,648not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$88,982not reported in the loaded dataset2023

Related Form 5500 pages