Northwest Surgical Specialists, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Northwest Surgical Specialists, P.C.)
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, Northwest Surgical Specialists, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Northwest Surgical Specialists, P.C. under EIN 91-0866217 and plan number 002. The latest loaded filing year is 2023. The filing reports 472 participants and $95,871,465 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Surgical Specialists, P.C.
- EIN
- 91-0866217
- Plan number
- 002
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 472
- End-of-year plan assets
- $95,871,465
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 472 | H, C | 20240925155716NAL0020169216001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $95,871,465
- Total liabilities (EOY)
- $9,311
- Net assets (EOY)
- $95,862,154
- Net assets (BOY)
- $79,628,687
Income & contributions
- Employer contributions
- $2,867,140
- Participant contributions
- $2,842,143
- Total contributions
- $5,961,132
- Total income / additions
- $21,456,525
Expenses & distributions
- Benefits paid
- $5,140,448
- Administrative expenses
- $82,610
- Total expenses
- $5,223,058
- Net increase / (decrease)
- $16,233,467
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors | ADVISOR | $20,384 | not reported in the loaded dataset | 2023 |
| Fidelity Investment Inst. Op. Co. | RECORDKEEPER | $3,337 | not reported in the loaded dataset | 2023 |
| Prime Pensions Northwest LLC | OTHER SERVICES | $1,658 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Surgical Specialists, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Strategic Advisors — Schedule C compensation
- Fidelity Investment Inst. Op. Co. — Schedule C compensation
- Prime Pensions Northwest LLC — Schedule C compensation