2023 Form 5500 filing — Surgical Centers 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 20241015114832NAL0028249089001) for Surgical Centers 401(K) Retirement Plan, reported by Surgical Management Professionals, LLC under EIN 20-2605266 and plan number 001. It reports 389 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114832NAL0028249089001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Surgical Management Professionals, LLC
- EIN
- 20-2605266
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 389
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,278,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,278,597
- Employer contributions
- $521,154
- Participant contributions
- $1,304,266
- Total income / additions
- $5,517,931
- Benefits paid
- $1,365,698
- Administrative expenses
- $142,177
- Total expenses
- $1,507,875
- Net increase / (decrease)
- $4,010,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $109,539 | $0 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $0 | $46,876 |
| Ascensus Holdings Inc Dba Futurepl | CONTRACT ADMINISTRATOR | $37,785 | $7,562 |