Illinois Valley Surgical Associates, S.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, Illinois Valley Surgical Associates, S.C. (EIN 39-2009048) is a plan sponsor located in Little Chute, WI with 1 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
39-2009048
Location
Little Chute, WI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,961,290
Total reported net assets (EOY)
$7,961,290

Contributions & income

Employer contributions
$129,970
Participant contributions
$118,679
Total income / additions
$1,918,221

Expenses & distributions

Benefits paid / distributions
$23,914
Total expenses
$73,363
Net increase / (decrease)
$1,844,858

Coverage

Total reported participants
14
Plans with financial statements
1
Plans with provider compensation
0

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

Illinois Valley Surgical Associates, S.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Illinois Valley Surgical Associates Profit Sharing 401(K) Plan00114$7,961,2902023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Illinois Valley Surgical Associates, S.C.
YearPlanParticipantsSchedulesFiling
2023Illinois Valley Surgical Associates Profit Sharing 401(K) Plan14I20250812084853NAL0007793985001

Related Form 5500 pages