Allied Physicians Surgery Center, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Allied Physicians Surgery Center, 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, Allied Physicians Surgery Center, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Allied Physicians Surgery Center, LLC under EIN 35-3057452 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $11,493,184 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Allied Physicians Surgery Center, LLC
- EIN
- 35-3057452
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $11,493,184
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241008094837NAL0016416785001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,493,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,493,184
- Net assets (BOY)
- $9,757,049
Income & contributions
- Employer contributions
- $709,162
- Participant contributions
- $684,977
- Total contributions
- $1,555,134
- Total income / additions
- $2,984,392
Expenses & distributions
- Benefits paid
- $1,197,811
- Administrative expenses
- $46,426
- Total expenses
- $1,248,257
- Net increase / (decrease)
- $1,736,135
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North American Ktrade Alliance, LLC | NONE | $26,553 | not reported in the loaded dataset | 2023 |
| Meeder Advisory Services, Inc. | NONE | $16,541 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $2 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Allied Physicians Surgery Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- North American Ktrade Alliance, LLC — Schedule C compensation
- Meeder Advisory Services, Inc. — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation