2023 Form 5500 filing — Spokane Ear, Nose & Throat Clinic P.S. 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 20241002151135NAL0004964851001) for Spokane Ear, Nose & Throat Clinic P.S. 401(K) Profit Sharing Plan, reported by Columbia Surgical Specialists, P.S. under EIN 91-0867604 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002151135NAL0004964851001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Surgical Specialists, P.S.
- EIN
- 91-0867604
- Plan number
- 001
- Location
- Spokane, WA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,553,507
- Total liabilities (EOY)
- $357
- Net assets (EOY)
- $35,553,150
- Employer contributions
- $1,158,998
- Participant contributions
- $706,122
- Total income / additions
- $7,543,412
- Benefits paid
- $7,138,987
- Administrative expenses
- $180,408
- Total expenses
- $7,319,395
- Net increase / (decrease)
- $224,017
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services | NONE | $49,507 | not reported in the loaded dataset |
| Merrill Lynch | NONE | $33,952 | not reported in the loaded dataset |
| Rw Baird | NONE | $27,287 | not reported in the loaded dataset |
| Northern Capital Retirement | NONE | $18,282 | not reported in the loaded dataset |
| Raymond James | NONE | $13,787 | not reported in the loaded dataset |
| Peterson Investment Management | NONE | $11,865 | not reported in the loaded dataset |
| Lodestone Wealth Management | NONE | $10,286 | not reported in the loaded dataset |
| Washington Trust Bank | NONE | $9,933 | not reported in the loaded dataset |