2023 Form 5500 filing — American Surgical Assistants 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 20240722095231NAL0005720323001) for American Surgical Assistants 401(K) Plan, reported by American Surgical Assistants Inc. under EIN 30-0213088 and plan number 001. It reports 1,572 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$14.7MReported net assets$14,743,452
Participants1.6K1,572
Provider compensation$41.6K3 Schedule C row(s)$41,644
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240722095231NAL0005720323001
Plan sponsor
American Surgical Assistants Inc.
EIN
30-0213088
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$14.7M total assets
Net assets$14.7MLiabilities$0
Money in vs. money out
Total income / additions$5M
Total expenses$1.9M
Benefits paid / distributions$1.9M
Contributions
Employer$435.3K
Participant$2.4M
Full reported line items
Total assets (EOY)
$14,743,452
Total liabilities (EOY)
$0
Net assets (EOY)
$14,743,452
Employer contributions
$435,253
Participant contributions
$2,416,360
Total income / additions
$5,036,280
Benefits paid
$1,857,811
Administrative expenses
$32,423
Total expenses
$1,927,790
Net increase / (decrease)
$3,108,490
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMIN · Direct $22.7K · Indirect $6.2K
  2. 2
    RECORDKEEPER · Direct $10.8K · Indirect $0
  3. 3
    RINVESTMENT MGMT · Direct $1.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722095231NAL0005720323001 cover?
It is the 2023 Form 5500 filing for American Surgical Assistants 401(K) Plan, reported by American Surgical Assistants Inc. (EIN 30-0213088).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages