Hand Surgery Associates Of Indiana, Inc. 401(K) Plan — Form 5500 plan (Hand Surgery Associates Of Indiana, 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, Hand Surgery Associates Of Indiana, Inc. 401(K) Plan is a benefit plan reported by Hand Surgery Associates Of Indiana, Inc. under EIN 35-1298203 and plan number 002. The latest loaded filing year is 2023. The filing reports 164 participants and $24,641,666 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hand Surgery Associates Of Indiana, Inc.
- EIN
- 35-1298203
- Plan number
- 002
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $24,641,666
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20240917195406NAL0003440833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,641,666
- Net assets (EOY)
- $24,641,666
- Net assets (BOY)
- $20,378,062
Income & contributions
- Employer contributions
- $693,700
- Participant contributions
- $760,541
- Total contributions
- $1,515,704
- Total income / additions
- $4,687,293
Expenses & distributions
- Benefits paid
- $356,000
- Administrative expenses
- $67,689
- Total expenses
- $423,689
- Net increase / (decrease)
- $4,263,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $34,439 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Domestic Holdin | NONE | $25,062 | not reported in the loaded dataset | 2023 |
| Ksm Business Services Inc | NONE | $8,250 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co Inc | NONE | $45 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hand Surgery Associates Of Indiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Morgan Stanley Domestic Holdin — Schedule C compensation
- Ksm Business Services Inc — Schedule C compensation
- Charles Schwab & Co Inc — Schedule C compensation