2023 Form 5500 filing — Surgeons Choice Medical 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 20241010134803NAL0034202720001) for Surgeons Choice Medical Center 401(K) Plan And Trust, reported by Southfield Rehabilitation Company under EIN 38-3162435 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010134803NAL0034202720001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southfield Rehabilitation Company
- EIN
- 38-3162435
- Plan number
- 001
- Location
- Southfield, MI
- Participants
- 210
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,858,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,858,254
- Employer contributions
- $73,551
- Participant contributions
- $361,995
- Total income / additions
- $957,402
- Benefits paid
- $324,437
- Administrative expenses
- $8,079
- Total expenses
- $332,516
- Net increase / (decrease)
- $624,886
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Co. | RECORDKEEPER | $8,079 | $0 |
| Barclay Planning Group | RECORDKEEPER | $0 | $426 |