2023 Form 5500 filing — Baptist-Physicians' Surgery Center 401(K) & Profit Sharing P
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 20241015061924NAL0028868561001) for Baptist-Physicians' Surgery Center 401(K) & Profit Sharing P, reported by Baptist-Physicians Surgery Cent under EIN 04-3665929 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015061924NAL0028868561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baptist-Physicians Surgery Cent
- EIN
- 04-3665929
- Plan number
- 001
- Location
- Lexington, KY
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,575,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,575,256
- Employer contributions
- $113,693
- Participant contributions
- $402,089
- Total income / additions
- $1,802,180
- Benefits paid
- $330,456
- Administrative expenses
- $21,697
- Total expenses
- $362,465
- Net increase / (decrease)
- $1,439,715
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors | INVESTMENT/FINANCIAL ADVI | $19,587 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,110 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |