Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc. — Form 5500 plan (Surgalign Technologies, Inc)
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, Section 401(K) Plan For Employees Of Surgalign Spine Technologies, Inc. is a benefit plan reported by Surgalign Technologies, Inc under EIN 59-3466543 and plan number 001. The latest loaded filing year is 2023. The filing reports 439 participants and $22,921,985 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgalign Technologies, Inc
- EIN
- 59-3466543
- Plan number
- 001
- Plan type
- 2
- Location
- Deerfield, IL
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $22,921,985
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20240627180016NAL0006583427001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,921,985
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,921,985
- Net assets (BOY)
- $27,107,480
Income & contributions
- Employer contributions
- $494,394
- Participant contributions
- $1,198,675
- Total contributions
- $1,891,147
- Total income / additions
- $6,529,573
Expenses & distributions
- Benefits paid
- $10,614,613
- Administrative expenses
- $99,294
- Total expenses
- $10,715,068
- Net increase / (decrease)
- -$4,185,495
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lockton Investment Advisors | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Oneamerica Retirement Services LLC | NONE | $37,179 | not reported in the loaded dataset | 2023 |
| Baker Tilly | NONE | $17,115 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surgalign Technologies, Inc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Deerfield, IL
- Lockton Investment Advisors — Schedule C compensation
- Oneamerica Retirement Services LLC — Schedule C compensation
- Baker Tilly — Schedule C compensation
- Matrix Trust Company — Schedule C compensation