2023 Form 5500 filing — Surgitech, Inc. Retirement Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612092034NAL0051586048001) for Surgitech, Inc. Retirement Plan, reported by Surgitech, Inc. under EIN 38-3973458 and plan number 001. It reports 6 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$351.7KReported net assets$351,663
Participants6
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240612092034NAL0051586048001
Plan sponsor
Surgitech, Inc.
EIN
38-3973458
Plan number
001
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$351.7K total assets
Net assets$351.7KLiabilities
Money in vs. money out
Total income / additions$4.5K
Total expenses$106
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$351,663
Net assets (EOY)
$351,663
Total income / additions
$4,512
Total expenses
$106
Net increase / (decrease)
$4,406

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240612092034NAL0051586048001 cover?
It is the 2023 Form 5500 filing for Surgitech, Inc. Retirement Plan, reported by Surgitech, Inc. (EIN 38-3973458).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages