Fox Valley Surgical Associates Ltd 401k Plan — Form 5500 plan (Fox Valley Surgical Associates, Ltd)
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, Fox Valley Surgical Associates Ltd 401k Plan is a benefit plan reported by Fox Valley Surgical Associates, Ltd under EIN 36-1141203 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $21,023,814 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21MPlan net assets, end of year$21,023,814
Participants141Covered participants reported
Assets / participant$149.1KComputed: assets ÷ participants$149,105 (computed)
Provider compensation$69.3K3 Schedule C provider row(s)$69,283
- Plan sponsor
- Fox Valley Surgical Associates, Ltd
- EIN
- 36-1141203
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 141 | H, C | 20241014161502NAL0015273699001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,023,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,023,814
- Net assets (BOY)
- $18,313,777
Income & contributions
- Employer contributions
- $1,136,083
- Participant contributions
- $765,835
- Total contributions
- $1,955,936
- Total income / additions
- $5,326,474
Expenses & distributions
- Benefits paid
- $2,547,154
- Administrative expenses
- $69,283
- Total expenses
- $2,616,437
- Net increase / (decrease)
- $2,710,037
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
60%40%
Employer 60%Participant 40%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North Star Asset Management, Inc. | INVESTMENT MANAGEMENT | $61,711 | not reported in the loaded dataset | 2023 |
| American Trust Company | RECORDKEEPER | $4,572 | $0 | 2023 |
| Map Retirement Usa LLC | TPA | $3,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Valley Surgical Associates, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- North Star Asset Management, Inc. — Schedule C compensation
- American Trust Company — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation