Plan5500

Surgery Center, Jv 401(K) Retirement Plan — Form 5500 plan (Surgery Center, Jv)

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, Surgery Center, Jv 401(K) Retirement Plan is a benefit plan reported by Surgery Center, Jv under EIN 62-1230866 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $6,082,495 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Surgery Center, Jv
EIN
62-1230866
Plan number
001
Plan type
2
Location
Huntsville, AL
Latest filing year
2023
Participants
295
End-of-year plan assets
$6,082,495

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023295H, C20241014151826NAL0026541329001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,082,495
Total liabilities (EOY)
$0
Net assets (EOY)
$6,082,495
Net assets (BOY)
$5,253,446

Income & contributions

Employer contributions
$152,010
Participant contributions
$443,698
Total contributions
$612,560
Total income / additions
$1,267,706

Expenses & distributions

Benefits paid
$363,224
Administrative expenses
$62,111
Total expenses
$438,657
Net increase / (decrease)
$829,049

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorporationRECORDKEEPER$37,539not reported in the loaded dataset2023
Bridgeworth LLCSERVICE PROVIDER$22,435not reported in the loaded dataset2023
The Retirement AdvantageSERVICE PROVIDER$1,163not reported in the loaded dataset2023

Related Form 5500 pages