Midwest Surgical Hospital, LLC 401(K) Plan — Form 5500 plan (Midwest Surgical Hospital, 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, Midwest Surgical Hospital, LLC 401(K) Plan is a benefit plan reported by Midwest Surgical Hospital, LLC under EIN 38-3712521 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,028,017 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Surgical Hospital, LLC
EIN
38-3712521
Plan number
001
Plan type
2
Location
Omaha, NE
Latest filing year
2023
Participants
145
End-of-year plan assets
$13,028,017

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241015125800NAL0016440067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,028,017
Total liabilities (EOY)
$0
Net assets (EOY)
$13,028,017
Net assets (BOY)
$11,082,843

Income & contributions

Employer contributions
$338,310
Participant contributions
$566,778
Total contributions
$905,088
Total income / additions
$2,930,093

Expenses & distributions

Benefits paid
$937,032
Administrative expenses
$47,887
Total expenses
$984,919
Net increase / (decrease)
$1,945,174

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Plan Investment ManagementADVISOR$28,976not reported in the loaded dataset2023
Newport Group, Inc.RECORDKEEPER$18,910$02023

Related Form 5500 pages