Plan5500

Medical & Surgical Clinic Of Irving Profit Sharing Plan & Trust — Form 5500 plan (Medical & Surgical Clinc Of Irving, Pa)

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, Medical & Surgical Clinic Of Irving Profit Sharing Plan & Trust is a benefit plan reported by Medical & Surgical Clinc Of Irving, Pa under EIN 75-1365258 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $6,420,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Medical & Surgical Clinc Of Irving, Pa
EIN
75-1365258
Plan number
001
Plan type
2
Location
Irving, TX
Latest filing year
2023
Participants
138
End-of-year plan assets
$6,420,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20240823162850NAL0006631377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,420,884
Net assets (EOY)
$6,420,884
Net assets (BOY)
$6,151,289

Income & contributions

Total income / additions
$664,075

Expenses & distributions

Benefits paid
$231,848
Administrative expenses
$162,632
Total expenses
$394,480
Net increase / (decrease)
$269,595

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leverage Retirement, Inc.NONE$140,665not reported in the loaded dataset2023
Huselton Morgan & MaultsbyNONE$21,825not reported in the loaded dataset2023

Related Form 5500 pages