Plan5500

Surgical Specialty Center Of Baton Rouge, LLC 401(K) Plan — Form 5500 plan (Surgical Specialty Center Of Baton Rouge, LLC)

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, Surgical Specialty Center Of Baton Rouge, LLC 401(K) Plan is a benefit plan reported by Surgical Specialty Center Of Baton Rouge, LLC under EIN 26-3120962 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $7,464,935 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surgical Specialty Center Of Baton Rouge, LLC
EIN
26-3120962
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
235
End-of-year plan assets
$7,464,935

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023235H, C20240923152821NAL0006738883001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,464,935
Total liabilities (EOY)
$522
Net assets (EOY)
$7,464,413
Net assets (BOY)
$6,326,510

Income & contributions

Employer contributions
$150,882
Participant contributions
$448,662
Total contributions
$634,949
Total income / additions
$1,746,798

Expenses & distributions

Benefits paid
$574,952
Administrative expenses
$33,943
Total expenses
$608,895
Net increase / (decrease)
$1,137,903

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisors, LLCADVISER$23,696not reported in the loaded dataset2023
NationwideRECORD KEEPER$15,641$02023
Sentinel Pension, LLCTHIRD PARTY ADMINISTRATO$13,420not reported in the loaded dataset2023

Related Form 5500 pages