Baptist-Physicians' Surgery Center 401(K) & Profit Sharing P — Form 5500 plan (Baptist-Physicians Surgery Cent)
Plain-English plan 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, Baptist-Physicians' Surgery Center 401(K) & Profit Sharing P is a benefit plan reported by Baptist-Physicians Surgery Cent under EIN 04-3665929 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $7,575,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baptist-Physicians Surgery Cent
- EIN
- 04-3665929
- Plan number
- 001
- Plan type
- 2
- Location
- Lexington, KY
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $7,575,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241015061924NAL0028868561001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,575,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,575,256
- Net assets (BOY)
- $6,135,541
Income & contributions
- Employer contributions
- $113,693
- Participant contributions
- $402,089
- Total contributions
- $538,238
- Total income / additions
- $1,802,180
Expenses & distributions
- Benefits paid
- $330,456
- Administrative expenses
- $21,697
- Total expenses
- $362,465
- Net increase / (decrease)
- $1,439,715
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors | INVESTMENT/FINANCIAL ADVI | $19,587 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,110 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |