2023 Form 5500 filing — Healthcrest Surgical 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240614145753NAL0066083682001) for Healthcrest Surgical 401(K) Plan, reported by Healthcrest Surgical Management, LLC under EIN 81-3933873 and plan number 001. It reports 346 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240614145753NAL0066083682001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Healthcrest Surgical Management, LLC
- EIN
- 81-3933873
- Plan number
- 001
- Location
- Edmond, OK
- Participants
- 346
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,696,257
- Net assets (EOY)
- $11,696,257
- Employer contributions
- $369,308
- Participant contributions
- $699,058
- Total income / additions
- $2,994,747
- Benefits paid
- $680,110
- Administrative expenses
- $77,324
- Total expenses
- $791,769
- Net increase / (decrease)
- $2,202,978
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $32,430 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $23,063 | $0 |
| Nova 401(K) Associates | TPA | $15,874 | $953 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $7,157 | $0 |