2023 Form 5500 filing — Franciscan Surgery Center, LLC 401(K) 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 20241004081055NAL0005514355001) for Franciscan Surgery Center, LLC 401(K) Plan, reported by Franciscan Surgery Center, LLC under EIN 35-2128334 and plan number 001. It reports 127 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)$6.4MReported net assets$6,427,688
Participants127
Provider compensation$17K2 Schedule C row(s)$17,000
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004081055NAL0005514355001
Plan sponsor
Franciscan Surgery Center, LLC
EIN
35-2128334
Plan number
001
Location
Indianapolis, IN
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)$6.4M total assets
Net assets$6.4MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$256.8K
Benefits paid / distributions$219.7K
Contributions
Employer$530.9K
Participant$610.1K
Full reported line items
Total assets (EOY)
$6,427,688
Total liabilities (EOY)
$0
Net assets (EOY)
$6,427,688
Employer contributions
$530,941
Participant contributions
$610,127
Total income / additions
$2,084,296
Benefits paid
$219,676
Administrative expenses
$37,166
Total expenses
$256,842
Net increase / (decrease)
$1,827,454
Schedule C

Reported service provider compensation

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

  1. 1
    RIA · Direct $16.3K
  2. 2
    RECORDKEEPER · Direct $750 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004081055NAL0005514355001 cover?
It is the 2023 Form 5500 filing for Franciscan Surgery Center, LLC 401(K) Plan, reported by Franciscan Surgery Center, LLC (EIN 35-2128334).
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