Bend Surgery Center, LLC Profit Sharing Plan — Form 5500 plan (Bend 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, Bend Surgery Center, LLC Profit Sharing Plan is a benefit plan reported by Bend Surgery Center, LLC under EIN 91-1772048 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $10,714,995 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bend Surgery Center, LLC
EIN
91-1772048
Plan number
001
Plan type
2
Location
Bend, OR
Latest filing year
2023
Participants
197
End-of-year plan assets
$10,714,995

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023197H, C20240927053924NAL0000899779001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,714,995
Total liabilities (EOY)
$0
Net assets (EOY)
$10,714,995
Net assets (BOY)
$8,460,213

Income & contributions

Employer contributions
$498,905
Participant contributions
$822,656
Total contributions
$1,579,095
Total income / additions
$2,946,960

Expenses & distributions

Benefits paid
$636,896
Administrative expenses
$47,235
Total expenses
$692,178
Net increase / (decrease)
$2,254,782

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$25,137$02023
Tpg Financial Advisors LLCINVESTMENT/FINANCIAL ADVI$22,097$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages