South Florida Surgical Special 401(K) Profit Sharing Plan & Trust — Form 5500 plan (South Florida Surgical Special)
Plain-English plan 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, South Florida Surgical Special 401(K) Profit Sharing Plan & Trust is a benefit plan reported by South Florida Surgical Special under EIN 20-1759480 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $13,743,065 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Florida Surgical Special
- EIN
- 20-1759480
- Plan number
- 002
- Plan type
- 2
- Location
- Pompano Beach, FL
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $13,743,065
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H | 20241006193912NAL0008391811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,743,065
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,743,065
- Net assets (BOY)
- $12,216,469
Income & contributions
- Employer contributions
- $548,311
- Participant contributions
- $786,636
- Total contributions
- $1,334,947
- Total income / additions
- $3,331,915
Expenses & distributions
- Benefits paid
- $1,765,886
- Administrative expenses
- $39,315
- Total expenses
- $1,805,319
- Net increase / (decrease)
- $1,526,596
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.