Monterey Peninsula Surgery Center, LLC 401(K) Plan — Form 5500 plan (Monterey Peninsula Surgery Center, 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, Monterey Peninsula Surgery Center, LLC 401(K) Plan is a benefit plan reported by Monterey Peninsula Surgery Center, LLC under EIN 77-0470910 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $16,227,831 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Monterey Peninsula Surgery Center, LLC
EIN
77-0470910
Plan number
001
Plan type
2
Location
Monterey, CA
Latest filing year
2023
Participants
275
End-of-year plan assets
$16,227,831

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241014175215NAL0028024577002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,227,831
Net assets (EOY)
$16,227,831
Net assets (BOY)
$14,043,500

Income & contributions

Employer contributions
$366,198
Participant contributions
$847,470
Total contributions
$1,214,299
Total income / additions
$3,372,245

Expenses & distributions

Benefits paid
$1,101,645
Administrative expenses
$86,269
Total expenses
$1,187,914
Net increase / (decrease)
$2,184,331

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valic Retirement Services CompanyNONE$86,269$02023

Related Form 5500 pages