2023 Form 5500 filing — Hand Surgery Associates Of Indiana, Inc. 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 20240917195406NAL0003440833001) for Hand Surgery Associates Of Indiana, Inc. 401(K) Plan, reported by Hand Surgery Associates Of Indiana, Inc. under EIN 35-1298203 and plan number 002. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917195406NAL0003440833001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hand Surgery Associates Of Indiana, Inc.
- EIN
- 35-1298203
- Plan number
- 002
- Location
- Indianapolis, IN
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,641,666
- Net assets (EOY)
- $24,641,666
- Employer contributions
- $693,700
- Participant contributions
- $760,541
- Total income / additions
- $4,687,293
- Benefits paid
- $356,000
- Administrative expenses
- $67,689
- Total expenses
- $423,689
- Net increase / (decrease)
- $4,263,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $34,439 | not reported in the loaded dataset |
| Morgan Stanley Domestic Holdin | NONE | $25,062 | not reported in the loaded dataset |
| Ksm Business Services Inc | NONE | $8,250 | not reported in the loaded dataset |
| Charles Schwab & Co Inc | NONE | $45 | $0 |