2023 Form 5500 filing — Michigan Surgery Specialists, P.C. 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 20241015093752NAL0029151329001) for Michigan Surgery Specialists, P.C. 401(K) Plan And Trust, reported by Michigan Surgery Specialists, P.C. under EIN 38-1958736 and plan number 001. It reports 251 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093752NAL0029151329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Michigan Surgery Specialists, P.C.
- EIN
- 38-1958736
- Plan number
- 001
- Location
- Warren, MI
- Participants
- 251
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,237,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,237,116
- Employer contributions
- $255,759
- Participant contributions
- $546,421
- Total income / additions
- $2,465,444
- Benefits paid
- $2,254,163
- Administrative expenses
- $36,961
- Total expenses
- $2,327,253
- Net increase / (decrease)
- $138,191
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services LLC | BROKER | $11,044 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,806 | $0 |
| Barclay Planning Group | CONTRACT ADMIN | $2,209 | not reported in the loaded dataset |
| Transamerica Life Insurance Company | RECORDKEEPER | $715 | $0 |
| Empower Advisory Group | INVESTMENT MGT | $186 | not reported in the loaded dataset |