2023 Form 5500 filing — Monterey Peninsula Surgery Center, LLC 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 20241014175215NAL0028024577002) for Monterey Peninsula Surgery Center, LLC 401(K) Plan, reported by Monterey Peninsula Surgery Center, LLC under EIN 77-0470910 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014175215NAL0028024577002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Monterey Peninsula Surgery Center, LLC
- EIN
- 77-0470910
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,227,831
- Net assets (EOY)
- $16,227,831
- Employer contributions
- $366,198
- Participant contributions
- $847,470
- Total income / additions
- $3,372,245
- Benefits paid
- $1,101,645
- Administrative expenses
- $86,269
- Total expenses
- $1,187,914
- Net increase / (decrease)
- $2,184,331
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valic Retirement Services Company | NONE | $86,269 | $0 |