Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan — Form 5500 plan (Evansville Surgical Associates, Inc.)
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, Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan is a benefit plan reported by Evansville Surgical Associates, Inc. under EIN 35-1171048 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $27,344,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Evansville Surgical Associates, Inc.
- EIN
- 35-1171048
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $27,344,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241014130559NAL0027345617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,344,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,344,460
- Net assets (BOY)
- $23,238,262
Income & contributions
- Employer contributions
- $1,132,483
- Participant contributions
- $797,750
- Total contributions
- $1,930,233
- Total income / additions
- $5,914,911
Expenses & distributions
- Benefits paid
- $1,723,231
- Administrative expenses
- $83,031
- Total expenses
- $1,808,713
- Net increase / (decrease)
- $4,106,198
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Thoroughbred Financial Services | not reported in the loaded dataset | $57,017 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | not reported in the loaded dataset | $14,610 | not reported in the loaded dataset | 2023 |
| Employee Benefit Services, Inc. | not reported in the loaded dataset | $11,403 | not reported in the loaded dataset | 2023 |
| Ascensus, LLC | not reported in the loaded dataset | $63 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | not reported in the loaded dataset | $10 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Evansville Surgical Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Thoroughbred Financial Services — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Employee Benefit Services, Inc. — Schedule C compensation
- Ascensus, LLC — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation