2023 Form 5500 filing — Surgical Communications Employee Stock Ownership Plan And Trust

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 20240722133635NAL0010018097001) for Surgical Communications Employee Stock Ownership Plan And Trust, reported by Surgical Communications under EIN 47-0726766 and plan number 002. It reports 41 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$636.2KReported net assets$636,204
Participants41
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240722133635NAL0010018097001
Plan sponsor
Surgical Communications
EIN
47-0726766
Plan number
002
Location
Omaha, NE
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)$2.7M total assets
Net assets$636.2KLiabilities$2.1M
Money in vs. money out
Total income / additions$7.1K
Total expenses$8.7K
Benefits paid / distributions$8.7K
Contributions
Employer$118.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$2,720,283
Total liabilities (EOY)
$2,084,079
Net assets (EOY)
$636,204
Employer contributions
$118,708
Total income / additions
$7,108
Benefits paid
$8,715
Total expenses
$8,715
Net increase / (decrease)
-$1,607

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240722133635NAL0010018097001 cover?
It is the 2023 Form 5500 filing for Surgical Communications Employee Stock Ownership Plan And Trust, reported by Surgical Communications (EIN 47-0726766).
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