2023 Form 5500 filing — Oakleaf Surgical Hospital LLC Profit Sharing 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 20240820131602NAL0002591761001) for Oakleaf Surgical Hospital LLC Profit Sharing Plan, reported by Oakleaf Surgical Hospital LLC under EIN 72-1375184 and plan number 001. It reports 399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820131602NAL0002591761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oakleaf Surgical Hospital LLC
- EIN
- 72-1375184
- Plan number
- 001
- Location
- Altoona, WI
- Participants
- 399
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,751,148
- Total liabilities (EOY)
- $28,153
- Net assets (EOY)
- $22,722,995
- Employer contributions
- $723,741
- Participant contributions
- $1,619,386
- Total income / additions
- $6,021,264
- Benefits paid
- $2,434,056
- Administrative expenses
- $74,691
- Total expenses
- $2,508,747
- Net increase / (decrease)
- $3,512,517
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management | INVESTMENT ADVISOR | $43,246 | not reported in the loaded dataset |
| Wipfli Llp | RECORDKEEPER | $30,304 | not reported in the loaded dataset |