2023 Form 5500 filing — Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement 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 20241014130559NAL0027345617001) for Evansville Surgical Associates, Inc. Profit Sharing/Savings Retirement Plan, reported by Evansville Surgical Associates, Inc. under EIN 35-1171048 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130559NAL0027345617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Evansville Surgical Associates, Inc.
- EIN
- 35-1171048
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,344,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,344,460
- Employer contributions
- $1,132,483
- Participant contributions
- $797,750
- Total income / additions
- $5,914,911
- Benefits paid
- $1,723,231
- Administrative expenses
- $83,031
- Total expenses
- $1,808,713
- Net increase / (decrease)
- $4,106,198
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Thoroughbred Financial Services | not reported in the loaded dataset | $57,017 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | not reported in the loaded dataset | $14,610 | not reported in the loaded dataset |
| Employee Benefit Services, Inc. | not reported in the loaded dataset | $11,403 | not reported in the loaded dataset |
| Ascensus, LLC | not reported in the loaded dataset | $63 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | not reported in the loaded dataset | $10 | not reported in the loaded dataset |