2023 Form 5500 filing — Neurological Surgery, P.C. Retirement Trust
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 20241015163512NAL0057263938001) for Neurological Surgery, P.C. Retirement Trust, reported by Neurological Surgery, P.C. under EIN 11-2370723 and plan number 001. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015163512NAL0057263938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Neurological Surgery, P.C.
- EIN
- 11-2370723
- Plan number
- 001
- Location
- Rockville Centre, NY
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,248,838
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,248,838
- Employer contributions
- $358,655
- Participant contributions
- $739,898
- Total income / additions
- $5,223,555
- Benefits paid
- $3,480,025
- Administrative expenses
- $69,867
- Total expenses
- $3,549,892
- Net increase / (decrease)
- $1,673,663
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Advisors, LLC | NONE | $54,412 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $15,455 | $0 |