2023 Form 5500 filing — The Plastic Surgery Center, Pa Safe Harbor 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 20241015145810NAL0030061361001) for The Plastic Surgery Center, Pa Safe Harbor Pension Plan, reported by Jot Management LLC D/B/A Sycamore Medical Management under EIN 22-2052641 and plan number 001. It reports 383 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015145810NAL0030061361001
Filing year
2023
Form type
2
Plan sponsor
Jot Management LLC D/B/A Sycamore Medical Management
EIN
22-2052641
Plan number
001
Location
Shrewsbury, NJ
Participants
383
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$22,302,675
Total liabilities (EOY)
$0
Net assets (EOY)
$22,302,675
Employer contributions
$1,614,512
Participant contributions
$1,297,571
Total income / additions
$7,250,354
Benefits paid
$247,650
Administrative expenses
$77,994
Total expenses
$326,402
Net increase / (decrease)
$6,923,952
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Nationwide Life Insurance CoINVESTMENTS, RECORDKEEP$41,487$7,534
The Waterford Group, LLCINVESTMENTS$34,683not reported in the loaded dataset
Pfp-Nj IncCONTRACT ADMINISTRATOR$1,840not reported in the loaded dataset

Related Form 5500 pages