2023 Form 5500 filing — Reid Outpatient Surgery And Endoscopy 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 20241008082154NAL0017278129001) for Reid Outpatient Surgery And Endoscopy 401(K) Plan, reported by Reid Outpatient Surgery And Endoscopy, LLC under EIN 20-2844915 and plan number 001. It reports 229 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008082154NAL0017278129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Reid Outpatient Surgery And Endoscopy, LLC
- EIN
- 20-2844915
- Plan number
- 001
- Location
- Richmond, IN
- Participants
- 229
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,756,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,756,779
- Employer contributions
- $361,773
- Participant contributions
- $563,954
- Total income / additions
- $2,794,121
- Benefits paid
- $728,268
- Administrative expenses
- $29,206
- Total expenses
- $757,474
- Net increase / (decrease)
- $2,036,647
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $11,957 | not reported in the loaded dataset |
| Ascensus | NONE | $11,395 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $2,776 | not reported in the loaded dataset |
| Nyhart | NONE | $1,813 | not reported in the loaded dataset |
| Allworth Financial Management | NONE | $1,265 | not reported in the loaded dataset |