Muskegon Surgical Associates, Plc 401(K) Retirement Plan — Form 5500 plan (Muskegon Surgical Associates, P.C.)

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, Muskegon Surgical Associates, Plc 401(K) Retirement Plan is a benefit plan reported by Muskegon Surgical Associates, P.C. under EIN 38-1973203 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $21,571,782 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Muskegon Surgical Associates, P.C.
EIN
38-1973203
Plan number
001
Plan type
2
Location
Muskegon, MI
Latest filing year
2023
Participants
158
End-of-year plan assets
$21,571,782

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015103858NAL0014415651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,571,782
Total liabilities (EOY)
$781
Net assets (EOY)
$21,571,001
Net assets (BOY)
$18,582,636

Income & contributions

Employer contributions
$1,003,262
Participant contributions
$688,465
Total contributions
$1,775,632
Total income / additions
$4,474,660

Expenses & distributions

Benefits paid
$1,483,225
Administrative expenses
$3,070
Total expenses
$1,486,295
Net increase / (decrease)
$2,988,365

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alerus Financial, N.A.NONE$3,070$02023

Related Form 5500 pages