2023 Form 5500 filing — Northwest Michigan Surgery Center 401(K) Plan And Trust
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 20240919161423NAL0006189873001) for Northwest Michigan Surgery Center 401(K) Plan And Trust, reported by Northwest Michigan Surgery Center under EIN 38-3551681 and plan number 001. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919161423NAL0006189873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Michigan Surgery Center
- EIN
- 38-3551681
- Plan number
- 001
- Location
- Traverse City, MI
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,682,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,682,047
- Employer contributions
- $329,346
- Participant contributions
- $480,569
- Total income / additions
- $1,911,551
- Benefits paid
- $472,475
- Administrative expenses
- $54,875
- Total expenses
- $527,995
- Net increase / (decrease)
- $1,383,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stifel, Nicolaus & Company, Inc | INVESTMENT ADVISORY - PL | $25,000 | not reported in the loaded dataset |
| Transamerica Retirement Solutions, | RECORDKEEPER | $12,518 | $0 |
| Retirement Plan Concepts & Services | RECORDKEEPER | $8,392 | $326 |