2023 Form 5500 filing — Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing 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 20241015103722NAL0029274897001) for Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing Plan, reported by Physicians & Surgeons Clinic Ob/Gyn, Pllc under EIN 64-0645887 and plan number 001. It reports 130 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)$12MReported net assets$11,982,042
Participants130
Provider compensation$47.2K2 Schedule C row(s)$47,224
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015103722NAL0029274897001
Plan sponsor
Physicians & Surgeons Clinic Ob/Gyn, Pllc
EIN
64-0645887
Plan number
001
Location
Amory, MS
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)$12M total assets
Net assets$12MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$431.4K
Benefits paid / distributions$384.7K
Contributions
Employer$586.7K
Participant$444.7K
Full reported line items
Total assets (EOY)
$11,982,042
Total liabilities (EOY)
$0
Net assets (EOY)
$11,982,042
Employer contributions
$586,745
Participant contributions
$444,685
Total income / additions
$2,624,805
Benefits paid
$384,656
Administrative expenses
$46,707
Total expenses
$431,363
Net increase / (decrease)
$2,193,442
Schedule C

Reported service provider compensation

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

  1. 1
    FINANCIAL ADVISOR · Direct $30.7K
  2. 2
    RECORD KEEPER · Direct $16.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015103722NAL0029274897001 cover?
It is the 2023 Form 5500 filing for Physicians & Surgeons Clinic Ob/Gyn, Pllc, Profit Sharing Plan, reported by Physicians & Surgeons Clinic Ob/Gyn, Pllc (EIN 64-0645887).
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