2023 Form 5500 filing — Premier Surgical Associates, Pllc 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 20240930121242NAL0011116930001) for Premier Surgical Associates, Pllc 401(K) Profit Sharing Plan, reported by Premier Surgical Associates, Pllc under EIN 62-1611998 and plan number 001. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930121242NAL0011116930001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Surgical Associates, Pllc
- EIN
- 62-1611998
- Plan number
- 001
- Location
- Knoxville, TN
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,154,788
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,154,788
- Employer contributions
- $1,619,501
- Participant contributions
- $1,075,672
- Total income / additions
- $13,552,833
- Benefits paid
- $4,284,843
- Administrative expenses
- $147,661
- Total expenses
- $4,432,504
- Net increase / (decrease)
- $9,120,329
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Trust Company Of Tennessee Inc | NONE | $147,661 | $0 |
| Pya Waltman Capital, LLC | NONE | $13,744 | not reported in the loaded dataset |
| Lbmc, Pc | NONE | $10,600 | not reported in the loaded dataset |