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ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ANESTHESIA ASSOCIATES, P.L.L. has sponsored the creation of one or more 401k plans.

Company Name:ANESTHESIA ASSOCIATES, P.L.L.
Employer identification number (EIN):340894140
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about ANESTHESIA ASSOCIATES, P.L.L.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1997-02-20
Company Identification Number: 971839
Legal Registered Office Address: 8807 QUAIL CIRCLE
-
KIRTLAND
United States of America (USA)
44094

More information about ANESTHESIA ASSOCIATES, P.L.L.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JOHN SCERBO2023-10-13 JOHN SCERBO2023-10-13
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01MARY C. FELDKIRCHER MARY C. FELDKIRCHER2013-07-24
0022011-01-01MARY C. FELDKIRCHER MARY C. FELDKIRCHER2012-04-30
0022010-01-01MARY C. FELDKIRCHER MARY C. FELDKIRCHER2011-04-27
0022009-01-01MARY C. FELDKIRCHER MARY C. FELDKIRCHER2010-08-30

Plan Statistics for ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01121
Total number of active participants reported on line 7a of the Form 55002022-01-01104
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0121
Total of all active and inactive participants2022-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01125
Number of participants with account balances2022-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2013: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0195
Total number of active participants reported on line 7a of the Form 55002013-01-0183
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-019
Total of all active and inactive participants2013-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0192
Number of participants with account balances2013-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0182
Total number of active participants reported on line 7a of the Form 55002012-01-0178
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0176
Total number of active participants reported on line 7a of the Form 55002011-01-0172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0182
Number of participants with account balances2011-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0180
Total number of active participants reported on line 7a of the Form 55002010-01-0164
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0176
Number of participants with account balances2010-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0176
Total number of active participants reported on line 7a of the Form 55002009-01-0162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0179
Number of participants with account balances2009-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$269
Total income from all sources (including contributions)2022-12-31$-10,012,452
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,493,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,356,623
Value of total corrective distributions2022-12-31$363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,081,830
Value of total assets at end of year2022-12-31$47,633,701
Value of total assets at beginning of year2022-12-31$61,140,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$136,904
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$818,726
Participant contributions at end of year2022-12-31$29,050
Participant contributions at beginning of year2022-12-31$20,365
Assets. Other investments not covered elsewhere at end of year2022-12-31$46,310,009
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$60,421,722
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$11,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,987
Other income not declared elsewhere2022-12-31$-13,078,796
Liabilities. Value of operating payables at end of year2022-12-31$166
Total non interest bearing cash at end of year2022-12-31$9,448
Total non interest bearing cash at beginning of year2022-12-31$6,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,506,342
Value of net assets at end of year (total assets less liabilities)2022-12-31$47,633,535
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$61,139,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$136,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$130,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$86,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,263,104
Employer contributions (assets) at end of year2022-12-31$1,143,104
Employer contributions (assets) at beginning of year2022-12-31$588,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,356,623
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$269
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD
Accountancy firm EIN2022-12-31341818258
2013 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-12-31$5,088,348
Expenses. Total of all expenses incurred2013-12-31$356,794
Benefits paid (including direct rollovers)2013-12-31$332,598
Total plan assets at end of year2013-12-31$22,198,218
Total plan assets at beginning of year2013-12-31$17,466,664
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$458,955
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$193,076
Other income received2013-12-31$2,630,254
Net income (gross income less expenses)2013-12-31$4,731,554
Net plan assets at end of year (total assets less liabilities)2013-12-31$22,198,218
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$17,466,664
Assets. Value of assets in partnership/joint-venture interests2013-12-31$0
Total contributions received or receivable from employer(s)2013-12-31$1,806,063
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$24,196
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$3,595,977
Expenses. Total of all expenses incurred2012-12-31$454,492
Benefits paid (including direct rollovers)2012-12-31$438,809
Total plan assets at end of year2012-12-31$17,466,664
Total plan assets at beginning of year2012-12-31$14,325,179
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$445,022
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$218,477
Other income received2012-12-31$1,308,196
Net income (gross income less expenses)2012-12-31$3,141,485
Net plan assets at end of year (total assets less liabilities)2012-12-31$17,466,664
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$14,325,179
Assets. Value of assets in partnership/joint-venture interests2012-12-31$5,000
Total contributions received or receivable from employer(s)2012-12-31$1,624,282
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$15,683
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-12-31$1,695,796
Expenses. Total of all expenses incurred2011-12-31$1,401,728
Benefits paid (including direct rollovers)2011-12-31$1,373,087
Total plan assets at end of year2011-12-31$14,325,179
Total plan assets at beginning of year2011-12-31$14,031,111
Value of fidelity bond covering the plan2011-12-31$1,000,000
Total contributions received or receivable from participants2011-12-31$397,321
Contributions received from other sources (not participants or employers)2011-12-31$50,300
Other income received2011-12-31$-380,535
Net income (gross income less expenses)2011-12-31$294,068
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,325,179
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$14,031,111
Assets. Value of assets in partnership/joint-venture interests2011-12-31$0
Total contributions received or receivable from employer(s)2011-12-31$1,628,710
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$28,641
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources2010-12-31$3,198,954
Expenses. Total of all expenses incurred2010-12-31$503,310
Benefits paid (including direct rollovers)2010-12-31$472,758
Total plan assets at end of year2010-12-31$14,031,111
Total plan assets at beginning of year2010-12-31$11,335,467
Value of fidelity bond covering the plan2010-12-31$1,000,000
Total contributions received or receivable from participants2010-12-31$366,143
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$1,291,734
Net income (gross income less expenses)2010-12-31$2,695,644
Net plan assets at end of year (total assets less liabilities)2010-12-31$14,031,111
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$11,335,467
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$1,541,077
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$30,552
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST

2022: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2013: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ANESTHESIA ASSOCIATES, P.L.L. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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