2023 Form 5500 filing — Surgical Referral Services, Ltd. 401(K) 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 20240924141139NAL0017668144001) for Surgical Referral Services, Ltd. 401(K) Profit Sharing Plan, reported by Surgical Referral Services, Ltd. under EIN 36-3606955 and plan number 001. It reports 304 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924141139NAL0017668144001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surgical Referral Services, Ltd.
- EIN
- 36-3606955
- Plan number
- 001
- Location
- Buffalo Grove, IL
- Participants
- 304
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,258,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,258,254
- Employer contributions
- $547,246
- Participant contributions
- $1,188,758
- Total income / additions
- $4,417,578
- Benefits paid
- $1,441,562
- Administrative expenses
- $27,849
- Total expenses
- $1,474,543
- Net increase / (decrease)
- $2,943,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Commonwealth Equity Services LLC | INVESTMENT ADVISOR | $42,006 | not reported in the loaded dataset |
| Northwestern Wisconsin Associates | RECORDKEEPER | $15,148 | not reported in the loaded dataset |