2023 Form 5500 filing — Neurosurgical Associates, Ltd. Cash Balance Pension 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 20241015104720NAL0028107489001) for Neurosurgical Associates, Ltd. Cash Balance Pension Plan, reported by Neurosurgical Associates, Ltd. under EIN 86-0453788 and plan number 003. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015104720NAL0028107489001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neurosurgical Associates, Ltd.
- EIN
- 86-0453788
- Plan number
- 003
- Location
- Phoenix, AZ
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,102,967
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,102,967
- Total income / additions
- $1,016,182
- Benefits paid
- $1,562,162
- Administrative expenses
- $18,414
- Total expenses
- $1,580,576
- Net increase / (decrease)
- -$564,394
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $9,500 | not reported in the loaded dataset |
| October Three Consulting LLC | NONE | $8,914 | not reported in the loaded dataset |