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 Referral Services, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Surgical Referral Services, Ltd. under EIN 36-3606955 and plan number 001. The latest loaded filing year is 2023. The filing reports 304 participants and $19,258,254 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,258,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,258,254
- Net assets (BOY)
- $16,315,219
Income & contributions
- Employer contributions
- $547,246
- Participant contributions
- $1,188,758
- Total contributions
- $1,741,666
- Total income / additions
- $4,417,578
Expenses & distributions
- Benefits paid
- $1,441,562
- Administrative expenses
- $27,849
- Total expenses
- $1,474,543
- Net increase / (decrease)
- $2,943,035