How many benefit plans does Muskegon Surgical Associates, P.C. report on Form 5500?

Muskegon Surgical Associates, P.C. (EIN 38-1973203) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Muskegon Surgical Associates, P.C.?

The Employer Identification Number (EIN) reported for Muskegon Surgical Associates, P.C. is 38-1973203.

What is the latest Form 5500 filing year for Muskegon Surgical Associates, P.C.?

The latest loaded Form 5500 filing year for Muskegon Surgical Associates, P.C. is 2023.

Muskegon Surgical Associates, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Muskegon Surgical Associates, P.C. (EIN 38-1973203) is a plan sponsor located in Muskegon, MI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 38-1973203
Location: Muskegon, MI
Loaded plans: 3
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $26,778,216
Total reported liabilities (EOY): $781
Total reported net assets (EOY): $26,777,435

Contributions & income

Employer contributions: $1,093,262
Participant contributions: $688,465
Total income / additions: $4,845,095

Expenses & distributions

Benefits paid / distributions: $1,771,039
Total expenses: $1,774,109
Net increase / (decrease): $3,070,986

Coverage

Total reported participants: 402
Plans with financial statements: 2
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Muskegon Surgical Associates, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Muskegon Surgical Associates, Plc 401(K) Retirement Plan	001	158	$21,571,782	2023
Muskegon Surgical Associates, Pc Pension Plan	003	149	$5,206,434	2023
Muskegon Surgical Associates P.C. Health & Welfare	501	95	not reported in the loaded dataset	2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Muskegon Surgical Associates, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Muskegon Surgical Associates P.C. Health & Welfare	95	—	20240829083418NAL0012892529004
2023	Muskegon Surgical Associates, Pc Pension Plan	149	H	20241014094419NAL0025847361001
2023	Muskegon Surgical Associates, Plc 401(K) Retirement Plan	158	H, C	20241015103858NAL0014415651001