2023 Form 5500 filing — Fox Valley Surgical Associates Ltd 401k 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 20241014161502NAL0015273699001) for Fox Valley Surgical Associates Ltd 401k Plan, reported by Fox Valley Surgical Associates, Ltd under EIN 36-1141203 and plan number 001. It reports 141 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)$21MReported net assets$21,023,814
Participants141
Provider compensation$69.3K3 Schedule C row(s)$69,283
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014161502NAL0015273699001
- Plan sponsor
- Fox Valley Surgical Associates, Ltd
- EIN
- 36-1141203
- Plan number
- 001
- Location
- Appleton, WI
- Received date
- not reported in the loaded dataset
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)$21M total assets
Net assets$21MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,023,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,023,814
- Employer contributions
- $1,136,083
- Participant contributions
- $765,835
- Total income / additions
- $5,326,474
- Benefits paid
- $2,547,154
- Administrative expenses
- $69,283
- Total expenses
- $2,616,437
- Net increase / (decrease)
- $2,710,037
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3