2023 Form 5500 filing — Arizona Community Surgeons, Pc Retirement 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 20241031134325NAL0001243843001) for Arizona Community Surgeons, Pc Retirement Plan, reported by Arizona Community Surgeons, Pc under EIN 20-3604285 and plan number 001. It reports 270 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241031134325NAL0001243843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Arizona Community Surgeons, Pc
- EIN
- 20-3604285
- Plan number
- 001
- Location
- Tucson, AZ
- Participants
- 270
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,467,620
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,467,620
- Employer contributions
- $927,135
- Participant contributions
- $841,904
- Total income / additions
- $6,577,303
- Benefits paid
- $2,288,362
- Administrative expenses
- $80,894
- Total expenses
- $2,369,256
- Net increase / (decrease)
- $4,208,047
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Advisors, LLC | NONE | $40,000 | not reported in the loaded dataset |
| Wespac Plan Services, LLC | NONE | $34,125 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,769 | $0 |