2023 Form 5500 filing — Bend Surgery Center, 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 20240927053924NAL0000899779001) for Bend Surgery Center, LLC Profit Sharing Plan, reported by Bend Surgery Center, LLC under EIN 91-1772048 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927053924NAL0000899779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bend Surgery Center, LLC
- EIN
- 91-1772048
- Plan number
- 001
- Location
- Bend, OR
- Participants
- 197
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,714,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,714,995
- Employer contributions
- $498,905
- Participant contributions
- $822,656
- Total income / additions
- $2,946,960
- Benefits paid
- $636,896
- Administrative expenses
- $47,235
- Total expenses
- $692,178
- Net increase / (decrease)
- $2,254,782
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $25,137 | $0 |
| Tpg Financial Advisors LLC | INVESTMENT/FINANCIAL ADVI | $22,097 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |