2023 Form 5500 filing — Illinois Valley Surgical Associates Profit Sharing 401(K) 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 20250812084853NAL0007793985001) for Illinois Valley Surgical Associates Profit Sharing 401(K) Plan, reported by Illinois Valley Surgical Associates, S.C. under EIN 39-2009048 and plan number 001. It reports 14 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20250812084853NAL0007793985001
Filing year
2023
Form type
2
Plan sponsor
Illinois Valley Surgical Associates, S.C.
EIN
39-2009048
Plan number
001
Location
Little Chute, WI
Participants
14
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,961,290
Net assets (EOY)
$7,961,290
Employer contributions
$129,970
Participant contributions
$118,679
Total income / additions
$1,918,221
Benefits paid
$23,914
Administrative expenses
$49,449
Total expenses
$73,363
Net increase / (decrease)
$1,844,858
Schedule source
Schedule I

Related Form 5500 pages