2023 Form 5500 filing — Surgery Center, Jv 401(K) Retirement 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 20241014151826NAL0026541329001) for Surgery Center, Jv 401(K) Retirement Plan, reported by Surgery Center, Jv under EIN 62-1230866 and plan number 001. It reports 295 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151826NAL0026541329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surgery Center, Jv
- EIN
- 62-1230866
- Plan number
- 001
- Location
- Huntsville, AL
- Participants
- 295
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,082,495
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,082,495
- Employer contributions
- $152,010
- Participant contributions
- $443,698
- Total income / additions
- $1,267,706
- Benefits paid
- $363,224
- Administrative expenses
- $62,111
- Total expenses
- $438,657
- Net increase / (decrease)
- $829,049
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | RECORDKEEPER | $37,539 | not reported in the loaded dataset |
| Bridgeworth LLC | SERVICE PROVIDER | $22,435 | not reported in the loaded dataset |
| The Retirement Advantage | SERVICE PROVIDER | $1,163 | not reported in the loaded dataset |