2023 Form 5500 filing — Neurosurgical Associates, Ltd. 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 20241024132710NAL0000706691001) for Neurosurgical Associates, Ltd. Profit Sharing Plan, reported by Neurosurgical Associates, Ltd under EIN 86-0453788 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241024132710NAL0000706691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neurosurgical Associates, Ltd
- EIN
- 86-0453788
- Plan number
- 002
- Location
- Phoenix, AZ
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,961,187
- Net assets (EOY)
- $45,961,187
- Employer contributions
- $2,024,263
- Participant contributions
- $1,253,335
- Total income / additions
- $9,442,952
- Benefits paid
- $934,061
- Administrative expenses
- $61,735
- Total expenses
- $995,796
- Net increase / (decrease)
- $8,447,156
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $34,803 | not reported in the loaded dataset |
| Envestnet Asset Management Inc | NONE | $12,813 | not reported in the loaded dataset |
| Buckingham Strategic Partners | NONE | $12,025 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $156 | $0 |