Oakleaf Surgical Hospital LLC Profit Sharing Plan — Form 5500 plan (Oakleaf 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, Oakleaf Surgical Hospital LLC Profit Sharing Plan is a benefit plan reported by Oakleaf Surgical Hospital LLC under EIN 72-1375184 and plan number 001. The latest loaded filing year is 2023. The filing reports 399 participants and $22,751,148 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oakleaf Surgical Hospital LLC
- EIN
- 72-1375184
- Plan number
- 001
- Plan type
- 2
- Location
- Altoona, WI
- Latest filing year
- 2023
- Participants
- 399
- End-of-year plan assets
- $22,751,148
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 399 | H, C | 20240820131602NAL0002591761001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,751,148
- Total liabilities (EOY)
- $28,153
- Net assets (EOY)
- $22,722,995
- Net assets (BOY)
- $19,210,478
Income & contributions
- Employer contributions
- $723,741
- Participant contributions
- $1,619,386
- Total contributions
- $3,076,499
- Total income / additions
- $6,021,264
Expenses & distributions
- Benefits paid
- $2,434,056
- Administrative expenses
- $74,691
- Total expenses
- $2,508,747
- Net increase / (decrease)
- $3,512,517
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Orgel Wealth Management | INVESTMENT ADVISOR | $43,246 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | RECORDKEEPER | $30,304 | not reported in the loaded dataset | 2023 |