2023 Form 5500 filing — Surgery South, P.C. 401(K) Profit Sharing 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 20240724090201NAL0019982144002) for Surgery South, P.C. 401(K) Profit Sharing Plan, reported by Surgery South, P.C. under EIN 58-1375107 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.3MReported net assets$5,311,695
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240724090201NAL0019982144002
- Plan sponsor
- Surgery South, P.C.
- EIN
- 58-1375107
- Plan number
- 001
- Location
- Stockbridge, GA
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.3M total assets
Net assets$5.3MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,311,695
- Net assets (EOY)
- $5,311,695
- Employer contributions
- $189,839
- Participant contributions
- $96,400
- Total income / additions
- $1,861,389
- Benefits paid
- $3,113,851
- Total expenses
- $3,113,851
- Net increase / (decrease)
- -$1,252,462