Northwest Michigan Surgery Center 401(K) Plan And Trust — Form 5500 plan (Northwest Michigan Surgery Center)
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, Northwest Michigan Surgery Center 401(K) Plan And Trust is a benefit plan reported by Northwest Michigan Surgery Center under EIN 38-3551681 and plan number 001. The latest loaded filing year is 2023. The filing reports 178 participants and $7,682,047 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Michigan Surgery Center
- EIN
- 38-3551681
- Plan number
- 001
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 178
- End-of-year plan assets
- $7,682,047
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 178 | H, C | 20240919161423NAL0006189873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,682,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,682,047
- Net assets (BOY)
- $6,298,491
Income & contributions
- Employer contributions
- $329,346
- Participant contributions
- $480,569
- Total contributions
- $887,572
- Total income / additions
- $1,911,551
Expenses & distributions
- Benefits paid
- $472,475
- Administrative expenses
- $54,875
- Total expenses
- $527,995
- Net increase / (decrease)
- $1,383,556
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Inc | INVESTMENT ADVISORY - PL | $25,000 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions, | RECORDKEEPER | $12,518 | $0 | 2023 |
| Retirement Plan Concepts & Services | RECORDKEEPER | $8,392 | $326 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Michigan Surgery Center
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Traverse City, MI
- Stifel, Nicolaus & Company, Inc — Schedule C compensation
- Transamerica Retirement Solutions, — Schedule C compensation
- Retirement Plan Concepts & Services — Schedule C compensation