2023 Form 5500 filing — Allied Physicians Surgery Center, LLC 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 20241008094837NAL0016416785001) for Allied Physicians Surgery Center, LLC 401(K) Profit Sharing Plan, reported by Allied Physicians Surgery Center, LLC under EIN 35-3057452 and plan number 001. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008094837NAL0016416785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Allied Physicians Surgery Center, LLC
- EIN
- 35-3057452
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,493,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,493,184
- Employer contributions
- $709,162
- Participant contributions
- $684,977
- Total income / additions
- $2,984,392
- Benefits paid
- $1,197,811
- Administrative expenses
- $46,426
- Total expenses
- $1,248,257
- Net increase / (decrease)
- $1,736,135
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $26,553 | not reported in the loaded dataset |
| Meeder Advisory Services, Inc. | NONE | $16,541 | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | NONE | $2 | $0 |