2023 Form 5500 filing — Oakbrook Medical And Surgical Centre, Inc. 401k P/S 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 20240913114146NAL0019631026001) for Oakbrook Medical And Surgical Centre, Inc. 401k P/S Plan, reported by Oakbrook Surgical Centre, Inc under EIN 36-3317971 and plan number 001. It reports 117 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)$2.1MReported net assets$2,050,690
Participants117
Provider compensation$6053 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240913114146NAL0019631026001
Plan sponsor
Oakbrook Surgical Centre, Inc
EIN
36-3317971
Plan number
001
Location
Oak Brook, IL
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$347.8K
Total expenses$55.6K
Benefits paid / distributions$55K
Contributions
EmployerNot reported
Participant$100.7K
Full reported line items
Total assets (EOY)
$2,050,690
Total liabilities (EOY)
$0
Net assets (EOY)
$2,050,690
Participant contributions
$100,664
Total income / additions
$347,782
Benefits paid
$55,012
Administrative expenses
$605
Total expenses
$55,617
Net increase / (decrease)
$292,165
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $605 · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240913114146NAL0019631026001 cover?
It is the 2023 Form 5500 filing for Oakbrook Medical And Surgical Centre, Inc. 401k P/S Plan, reported by Oakbrook Surgical Centre, Inc (EIN 36-3317971).
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