Bay Area Surgical Specialists Defined Benefit Pp&T — Form 5500 plan (Bay Area Surgical Specialists Medical Corporation)
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, Bay Area Surgical Specialists Defined Benefit Pp&T is a benefit plan reported by Bay Area Surgical Specialists Medical Corporation under EIN 56-2605608 and plan number 002. The latest loaded filing year is 2023. The filing reports 637 participants and $20,511,893 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bay Area Surgical Specialists Medical Corporation
- EIN
- 56-2605608
- Plan number
- 002
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
- Participants
- 637
- End-of-year plan assets
- $20,511,893
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 637 | H, C | 20241226140754NAL0012843489001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,511,893
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,511,893
- Net assets (BOY)
- $19,294,350
Income & contributions
- Employer contributions
- $0
- Total contributions
- $4,417,997
- Total income / additions
- $6,089,009
Expenses & distributions
- Benefits paid
- $4,465,710
- Administrative expenses
- $405,756
- Total expenses
- $4,871,466
- Net increase / (decrease)
- $1,217,543
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealthplan Investment Management Ll | INVESTMENT ADVISOR | $87,749 | not reported in the loaded dataset | 2023 |
| Actuarial Data Inc. | ACTUARY | $48,670 | not reported in the loaded dataset | 2023 |
| Charles Schwab | INVESTMENT ADVISOR | $34,750 | not reported in the loaded dataset | 2023 |
| Armanino Llp | INDEPENDENT AUDITOR | $16,892 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bay Area Surgical Specialists Medical Corporation
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Wealthplan Investment Management Ll — Schedule C compensation
- Actuarial Data Inc. — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Armanino Llp — Schedule C compensation