Neurological Surgery, P.C. Retirement Trust — Form 5500 plan (Neurological Surgery, P.C.)

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, Neurological Surgery, P.C. Retirement Trust is a benefit plan reported by Neurological Surgery, P.C. under EIN 11-2370723 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $24,248,838 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neurological Surgery, P.C.
EIN
11-2370723
Plan number
001
Plan type
2
Location
Rockville Centre, NY
Latest filing year
2023
Participants
163
End-of-year plan assets
$24,248,838

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20241015163512NAL0057263938001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,248,838
Total liabilities (EOY)
$0
Net assets (EOY)
$24,248,838
Net assets (BOY)
$22,575,175

Income & contributions

Employer contributions
$358,655
Participant contributions
$739,898
Total contributions
$1,137,553
Total income / additions
$5,223,555

Expenses & distributions

Benefits paid
$3,480,025
Administrative expenses
$69,867
Total expenses
$3,549,892
Net increase / (decrease)
$1,673,663

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Axa Advisors, LLCNONE$54,412not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$15,455$02023

Related Form 5500 pages