2023 Form 5500 filing — Bay Area Surgical Specialists Defined Benefit Pp&T
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 20241226140754NAL0012843489001) for Bay Area Surgical Specialists Defined Benefit Pp&T, reported by Bay Area Surgical Specialists Medical Corporation under EIN 56-2605608 and plan number 002. It reports 637 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241226140754NAL0012843489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bay Area Surgical Specialists Medical Corporation
- EIN
- 56-2605608
- Plan number
- 002
- Location
- Walnut Creek, CA
- Participants
- 637
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,511,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,511,893
- Employer contributions
- $0
- Total income / additions
- $6,089,009
- Benefits paid
- $4,465,710
- Administrative expenses
- $405,756
- Total expenses
- $4,871,466
- Net increase / (decrease)
- $1,217,543
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealthplan Investment Management Ll | INVESTMENT ADVISOR | $87,749 | not reported in the loaded dataset |
| Actuarial Data Inc. | ACTUARY | $48,670 | not reported in the loaded dataset |
| Charles Schwab | INVESTMENT ADVISOR | $34,750 | not reported in the loaded dataset |
| Armanino Llp | INDEPENDENT AUDITOR | $16,892 | not reported in the loaded dataset |