Spokane Ear, Nose & Throat Clinic P.S. 401(K) Profit Sharing Plan — Form 5500 plan (Columbia Surgical Specialists, P.S.)
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, Spokane Ear, Nose & Throat Clinic P.S. 401(K) Profit Sharing Plan is a benefit plan reported by Columbia Surgical Specialists, P.S. under EIN 91-0867604 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $35,553,507 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Surgical Specialists, P.S.
- EIN
- 91-0867604
- Plan number
- 001
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $35,553,507
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241002151135NAL0004964851001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,553,507
- Total liabilities (EOY)
- $357
- Net assets (EOY)
- $35,553,150
- Net assets (BOY)
- $35,329,133
Income & contributions
- Employer contributions
- $1,158,998
- Participant contributions
- $706,122
- Total contributions
- $1,865,120
- Total income / additions
- $7,543,412
Expenses & distributions
- Benefits paid
- $7,138,987
- Administrative expenses
- $180,408
- Total expenses
- $7,319,395
- Net increase / (decrease)
- $224,017
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services | NONE | $49,507 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | NONE | $33,952 | not reported in the loaded dataset | 2023 |
| Rw Baird | NONE | $27,287 | not reported in the loaded dataset | 2023 |
| Northern Capital Retirement | NONE | $18,282 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $13,787 | not reported in the loaded dataset | 2023 |
| Peterson Investment Management | NONE | $11,865 | not reported in the loaded dataset | 2023 |
| Lodestone Wealth Management | NONE | $10,286 | not reported in the loaded dataset | 2023 |
| Washington Trust Bank | NONE | $9,933 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Surgical Specialists, P.S.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Ubs Financial Services — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Rw Baird — Schedule C compensation
- Northern Capital Retirement — Schedule C compensation
- Raymond James — Schedule C compensation
- Peterson Investment Management — Schedule C compensation
- Lodestone Wealth Management — Schedule C compensation
- Washington Trust Bank — Schedule C compensation