2023 Form 5500 filing — Neurological Institute Profit Sharing/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 20241007222747NAL0007959299001) for Neurological Institute Profit Sharing/401(K) Plan, reported by Neurological Institute Of Savannah & Center For Spine P.C. under EIN 26-2806740 and plan number 002. It reports 146 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007222747NAL0007959299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neurological Institute Of Savannah & Center For Spine P.C.
- EIN
- 26-2806740
- Plan number
- 002
- Location
- Savannah, GA
- Participants
- 146
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,413,434
- Total liabilities (EOY)
- $1,656
- Net assets (EOY)
- $19,411,778
- Employer contributions
- $832,225
- Participant contributions
- $504,122
- Total income / additions
- $4,109,813
- Benefits paid
- $2,223,172
- Administrative expenses
- $79,932
- Total expenses
- $2,308,873
- Net increase / (decrease)
- $1,800,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Co | RECORDKEEPER | $36,288 | $0 |
| Wealth Plan Investment Mgt,LLC | REGISTERED INVESTMENT AD | $21,160 | not reported in the loaded dataset |
| Firethorn Wealth Partners | REGISTERED INVESTMENT AD | $21,159 | not reported in the loaded dataset |