Lincoln Surgery Ctr 401(K) Plan — Form 5500 plan (Lincoln Surgery Center, 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, Lincoln Surgery Ctr 401(K) Plan is a benefit plan reported by Lincoln Surgery Center, LLC under EIN 47-0807324 and plan number 001. The latest loaded filing year is 2023. The filing reports 513 participants and $36,224,978 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lincoln Surgery Center, LLC
EIN
47-0807324
Plan number
001
Plan type
2
Location
Lincoln, NE
Latest filing year
2023
Participants
513
End-of-year plan assets
$36,224,978

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023513H, C20241007112129NAL0008818675001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,224,978
Total liabilities (EOY)
$6,633
Net assets (EOY)
$36,218,345
Net assets (BOY)
$29,299,065

Income & contributions

Employer contributions
$1,037,001
Participant contributions
$2,332,499
Total contributions
$3,649,386
Total income / additions
$8,858,818

Expenses & distributions

Benefits paid
$1,907,280
Administrative expenses
$32,258
Total expenses
$1,939,538
Net increase / (decrease)
$6,919,280

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Union Bank & Trust CompanyNONE$32,258$02023
Matrix Clearance And SettlementNONE$0$02023

Related Form 5500 pages