Neurological Institute Profit Sharing/401(K) Plan — Form 5500 plan (Neurological Institute Of Savannah & Center For Spine 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 Institute Profit Sharing/401(K) Plan is a benefit plan reported by Neurological Institute Of Savannah & Center For Spine P.C. under EIN 26-2806740 and plan number 002. The latest loaded filing year is 2023. The filing reports 146 participants and $19,413,434 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neurological Institute Of Savannah & Center For Spine P.C.
- EIN
- 26-2806740
- Plan number
- 002
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $19,413,434
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241007222747NAL0007959299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,413,434
- Total liabilities (EOY)
- $1,656
- Net assets (EOY)
- $19,411,778
- Net assets (BOY)
- $17,610,838
Income & contributions
- Employer contributions
- $832,225
- Participant contributions
- $504,122
- Total contributions
- $1,336,347
- Total income / additions
- $4,109,813
Expenses & distributions
- Benefits paid
- $2,223,172
- Administrative expenses
- $79,932
- Total expenses
- $2,308,873
- Net increase / (decrease)
- $1,800,940
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $36,288 | $0 | 2023 |
| Wealth Plan Investment Mgt,LLC | REGISTERED INVESTMENT AD | $21,160 | not reported in the loaded dataset | 2023 |
| Firethorn Wealth Partners | REGISTERED INVESTMENT AD | $21,159 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neurological Institute Of Savannah & Center For Spine P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- John Hancock Life Insurance Co — Schedule C compensation
- Wealth Plan Investment Mgt,LLC — Schedule C compensation
- Firethorn Wealth Partners — Schedule C compensation