Plan5500

Neurosurgical Associates, Ltd. Cash Balance Pension Plan — Form 5500 plan (Neurosurgical Associates, Ltd.)

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, Neurosurgical Associates, Ltd. Cash Balance Pension Plan is a benefit plan reported by Neurosurgical Associates, Ltd. under EIN 86-0453788 and plan number 003. The latest loaded filing year is 2023. The filing reports 195 participants and $16,102,967 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Neurosurgical Associates, Ltd.
EIN
86-0453788
Plan number
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
Participants
195
End-of-year plan assets
$16,102,967

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241015104720NAL0028107489001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,102,967
Total liabilities (EOY)
$0
Net assets (EOY)
$16,102,967
Net assets (BOY)
$16,667,361

Income & contributions

Total contributions
$0
Total income / additions
$1,016,182

Expenses & distributions

Benefits paid
$1,562,162
Administrative expenses
$18,414
Total expenses
$1,580,576
Net increase / (decrease)
-$564,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesNONE$9,500not reported in the loaded dataset2023
October Three Consulting LLCNONE$8,914not reported in the loaded dataset2023

Related Form 5500 pages