2023 Form 5500 filing — South O C Surgical Medical Group, Inc. 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 20241014173111NAL0013691091001) for South O C Surgical Medical Group, Inc. 401(K) Profit Sharing Plan, reported by South O C Surgical Medical Group, Inc. under EIN 95-2745028 and plan number 002. It reports 80 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014173111NAL0013691091001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South O C Surgical Medical Group, Inc.
- EIN
- 95-2745028
- Plan number
- 002
- Location
- Laguna Hills, CA
- Participants
- 80
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,545,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,545,345
- Employer contributions
- $833,616
- Participant contributions
- $529,774
- Total income / additions
- $3,516,860
- Benefits paid
- $117,371
- Administrative expenses
- $90,216
- Total expenses
- $207,587
- Net increase / (decrease)
- $3,309,273
- Schedule source
- Schedule I