2023 Form 5500 filing — Arizona Advanced Surgery 401(K) 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 20240828144819NAL0012270401001) for Arizona Advanced Surgery 401(K) Plan, reported by Arizona Advanced Surgery, LLC under EIN 84-3016310 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$17.3MReported net assets$17,260,743
Participants156
Provider compensation$42.8K3 Schedule C row(s)$42,830
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240828144819NAL0012270401001
Plan sponsor
Arizona Advanced Surgery, LLC
EIN
84-3016310
Plan number
001
Location
Phoenix, AZ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$17.3M total assets
Net assets$17.3MLiabilities$0
Money in vs. money out
Total income / additions$5.1M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$1.5M
Participant$1.1M
Full reported line items
Total assets (EOY)
$17,260,743
Total liabilities (EOY)
$0
Net assets (EOY)
$17,260,743
Employer contributions
$1,498,277
Participant contributions
$1,115,691
Total income / additions
$5,057,629
Benefits paid
$1,155,839
Administrative expenses
$42,830
Total expenses
$1,241,662
Net increase / (decrease)
$3,815,967
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $37.1K · Indirect $0
  2. 2
    INVESTMENT MGMT · Direct $5.7K
  3. 3
    OTHER · Direct $25

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240828144819NAL0012270401001 cover?
It is the 2023 Form 5500 filing for Arizona Advanced Surgery 401(K) Plan, reported by Arizona Advanced Surgery, LLC (EIN 84-3016310).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages