Healthcrest Surgical 401(K) Plan — Form 5500 plan (Healthcrest Surgical Management, 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, Healthcrest Surgical 401(K) Plan is a benefit plan reported by Healthcrest Surgical Management, LLC under EIN 81-3933873 and plan number 001. The latest loaded filing year is 2023. The filing reports 346 participants and $11,696,257 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthcrest Surgical Management, LLC
- EIN
- 81-3933873
- Plan number
- 001
- Plan type
- 3
- Location
- Edmond, OK
- Latest filing year
- 2023
- Participants
- 346
- End-of-year plan assets
- $11,696,257
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 346 | H, C | 20240614145753NAL0066083682001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,696,257
- Net assets (EOY)
- $11,696,257
- Net assets (BOY)
- $9,493,279
Income & contributions
- Employer contributions
- $369,308
- Participant contributions
- $699,058
- Total contributions
- $1,422,915
- Total income / additions
- $2,994,747
Expenses & distributions
- Benefits paid
- $680,110
- Administrative expenses
- $77,324
- Total expenses
- $791,769
- Net increase / (decrease)
- $2,202,978
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $32,430 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $23,063 | $0 | 2023 |
| Nova 401(K) Associates | TPA | $15,874 | $953 | 2023 |
| Empower Advisor Group, LLC | INVESTMENT MGMT | $7,157 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthcrest Surgical Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Edmond, OK
- Empower Annuity Insurance Company — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Nova 401(K) Associates — Schedule C compensation
- Empower Advisor Group, LLC — Schedule C compensation