Arizona Community Surgeons, Pc Retirement Plan — Form 5500 plan (Arizona Community Surgeons, Pc)

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, Arizona Community Surgeons, Pc Retirement Plan is a benefit plan reported by Arizona Community Surgeons, Pc under EIN 20-3604285 and plan number 001. The latest loaded filing year is 2023. The filing reports 270 participants and $25,467,620 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arizona Community Surgeons, Pc
EIN
20-3604285
Plan number
001
Plan type
2
Location
Tucson, AZ
Latest filing year
2023
Participants
270
End-of-year plan assets
$25,467,620

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023270H, C20241031134325NAL0001243843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,467,620
Total liabilities (EOY)
$0
Net assets (EOY)
$25,467,620
Net assets (BOY)
$21,259,573

Income & contributions

Employer contributions
$927,135
Participant contributions
$841,904
Total contributions
$3,337,722
Total income / additions
$6,577,303

Expenses & distributions

Benefits paid
$2,288,362
Administrative expenses
$80,894
Total expenses
$2,369,256
Net increase / (decrease)
$4,208,047

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wespac Advisors, LLCNONE$40,000not reported in the loaded dataset2023
Wespac Plan Services, LLCNONE$34,125not reported in the loaded dataset2023
Charles Schwab BankNONE$6,769$02023

Related Form 5500 pages