2023 Form 5500 filing — Summit Physician Specialists 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 20241015195502NAL0029542321001) for Summit Physician Specialists Retirement Plan, reported by Summit Physician Specialists, P.C. under EIN 81-4233178 and plan number 001. It reports 113 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195502NAL0029542321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Physician Specialists, P.C.
- EIN
- 81-4233178
- Plan number
- 001
- Location
- Murray, UT
- Participants
- 113
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,315,494
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,315,494
- Employer contributions
- $3,859,477
- Participant contributions
- $886,302
- Total income / additions
- $14,380,422
- Benefits paid
- $7,534,640
- Administrative expenses
- $53,351
- Total expenses
- $7,587,991
- Net increase / (decrease)
- $6,792,431
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Association Financial Services | INVESTMENT ADVISOR | $37,374 | $0 |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,945 | $0 |
| Futureplan | NONE | $8,074 | not reported in the loaded dataset |