2023 Form 5500 filing — Northwest Surgical Specialists, Pc 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 20240925155716NAL0020169216001) for Northwest Surgical Specialists, Pc 401(K) Profit Sharing Plan, reported by Northwest Surgical Specialists, P.C. under EIN 91-0866217 and plan number 002. It reports 472 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925155716NAL0020169216001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Surgical Specialists, P.C.
- EIN
- 91-0866217
- Plan number
- 002
- Location
- Vancouver, WA
- Participants
- 472
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $95,871,465
- Total liabilities (EOY)
- $9,311
- Net assets (EOY)
- $95,862,154
- Employer contributions
- $2,867,140
- Participant contributions
- $2,842,143
- Total income / additions
- $21,456,525
- Benefits paid
- $5,140,448
- Administrative expenses
- $82,610
- Total expenses
- $5,223,058
- Net increase / (decrease)
- $16,233,467
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors | ADVISOR | $20,384 | not reported in the loaded dataset |
| Fidelity Investment Inst. Op. Co. | RECORDKEEPER | $3,337 | not reported in the loaded dataset |
| Prime Pensions Northwest LLC | OTHER SERVICES | $1,658 | not reported in the loaded dataset |