2023 Form 5500 filing — University Of Maryland Surgical Associates, P.A. 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 20250124081417NAL0015449426001) for University Of Maryland Surgical Associates, P.A. Pension Plan, reported by University Of Maryland Surgical Associates, P.A. under EIN 52-1557551 and plan number 001. It reports 188 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$24.9MReported net assets$24,926,391

Participants188

Provider compensation$102K2 Schedule C row(s)$102,000

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250124081417NAL0015449426001
Plan sponsor: University Of Maryland Surgical Associates, P.A.
EIN: 52-1557551
Plan number: 001
Location: Baltimore, MD
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$24.9M total assets

Net assets$24.9MLiabilities$0

Money in vs. money out

Total income / additions$4.6M

Total expenses$1.1M

Benefits paid / distributions$1M

Contributions

Employer$1.2M

Participant$0

Full reported line items

Total assets (EOY): $24,926,391
Total liabilities (EOY): $0
Net assets (EOY): $24,926,391
Employer contributions: $1,236,370
Participant contributions: $0
Total income / additions: $4,561,809
Benefits paid: $1,036,588
Administrative expenses: $102,000
Total expenses: $1,138,588
Net increase / (decrease): $3,423,221

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Capfinancial Partners, LLC$66.8K
INVESTMENT ADVISOR · Direct $66.8K
2
Empower Annuity Insurance Company O$35.2K
RECORDKEEPER · Direct $35.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250124081417NAL0015449426001 cover?: It is the 2023 Form 5500 filing for University Of Maryland Surgical Associates, P.A. Pension Plan, reported by University Of Maryland Surgical Associates, P.A. (EIN 52-1557551).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).