2023 Form 5500 filing — Surgery Group, S.C. Employees' 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 20241114135058NAL0010756755001) for Surgery Group, S.C. Employees' Retirement Plan, reported by Surgery Group, S.C. under EIN 36-2664331 and plan number 004. It reports 9 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241114135058NAL0010756755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Surgery Group, S.C.
- EIN
- 36-2664331
- Plan number
- 004
- Location
- Geneva, IL
- Participants
- 9
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,879,822
- Net assets (EOY)
- $2,879,822
- Employer contributions
- $26,986
- Participant contributions
- $70,274
- Total income / additions
- $264,827
- Benefits paid
- $0
- Administrative expenses
- $38,395
- Total expenses
- $38,395
- Net increase / (decrease)
- $226,432
- Schedule source
- Schedule I