South O C Surgical Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (South O C Surgical Medical Group, Inc.)
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, South O C Surgical Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by South O C Surgical Medical Group, Inc. under EIN 95-2745028 and plan number 002. The latest loaded filing year is 2023. The filing reports 80 participants and $20,545,345 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South O C Surgical Medical Group, Inc.
- EIN
- 95-2745028
- Plan number
- 002
- Plan type
- 2
- Location
- Laguna Hills, CA
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $20,545,345
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20241014173111NAL0013691091001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $20,545,345
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,545,345
- Net assets (BOY)
- $17,236,072
Income & contributions
- Employer contributions
- $833,616
- Participant contributions
- $529,774
- Total income / additions
- $3,516,860
Expenses & distributions
- Benefits paid
- $117,371
- Administrative expenses
- $90,216
- Total expenses
- $207,587
- Net increase / (decrease)
- $3,309,273
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.