How many benefit plans does Healthcrest Surgical Management, LLC report on Form 5500?

Healthcrest Surgical Management, LLC (EIN 81-3933873) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Healthcrest Surgical Management, LLC?

The Employer Identification Number (EIN) reported for Healthcrest Surgical Management, LLC is 81-3933873.

What is the latest Form 5500 filing year for Healthcrest Surgical Management, LLC?

The latest loaded Form 5500 filing year for Healthcrest Surgical Management, LLC is 2023.

Healthcrest Surgical Management, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Healthcrest Surgical Management, LLC (EIN 81-3933873) is a plan sponsor located in Edmond, OK with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 81-3933873
Location: Edmond, OK
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $11,696,257
Total reported net assets (EOY): $11,696,257

Contributions & income

Employer contributions: $369,308
Participant contributions: $699,058
Total income / additions: $2,994,747

Expenses & distributions

Benefits paid / distributions: $680,110
Total expenses: $791,769
Net increase / (decrease): $2,202,978

Coverage

Total reported participants: 541
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Healthcrest Surgical Management, LLC plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Healthcrest Surgical 401(K) Plan	001	346	$11,696,257	2023
Healthcrest Surgical Management, LLC	501	195	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Healthcrest Surgical Management, LLC
Year	Plan	Participants	Schedules	Filing
2023	Healthcrest Surgical Management, LLC	195	—	20240611184138NAL0028552033001
2023	Healthcrest Surgical 401(K) Plan	346	H, C	20240614145753NAL0066083682001