2023 Form 5500 filing — The Surgical Clinic 401(K) 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 20241015143042NAL0016629891001) for The Surgical Clinic 401(K) Profit Sharing Plan, reported by The Surgical Clinic, Pllc under EIN 62-1699673 and plan number 002. It reports 330 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143042NAL0016629891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Surgical Clinic, Pllc
- EIN
- 62-1699673
- Plan number
- 002
- Location
- Nashville, TN
- Participants
- 330
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $57,004,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,004,829
- Employer contributions
- $2,595,807
- Participant contributions
- $1,384,238
- Total income / additions
- $13,044,643
- Benefits paid
- $7,133,552
- Administrative expenses
- $106,904
- Total expenses
- $7,240,456
- Net increase / (decrease)
- $5,804,187
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $59,715 | not reported in the loaded dataset |
| Nwps | NONE | $25,929 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $18,621 | $0 |