Surgical Centers 401(K) Retirement Plan — Form 5500 plan (Surgical Management Professionals, LLC)
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, Surgical Centers 401(K) Retirement Plan is a benefit plan reported by Surgical Management Professionals, LLC under EIN 20-2605266 and plan number 001. The latest loaded filing year is 2023. The filing reports 389 participants and $22,278,597 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgical Management Professionals, LLC
- EIN
- 20-2605266
- Plan number
- 001
- Plan type
- 3
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 389
- End-of-year plan assets
- $22,278,597
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20241015114832NAL0028249089001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,278,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,278,597
- Net assets (BOY)
- $17,063,261
Income & contributions
- Employer contributions
- $521,154
- Participant contributions
- $1,304,266
- Total contributions
- $2,440,022
- Total income / additions
- $5,517,931
Expenses & distributions
- Benefits paid
- $1,365,698
- Administrative expenses
- $142,177
- Total expenses
- $1,507,875
- Net increase / (decrease)
- $4,010,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $109,539 | $0 | 2023 |
| Hub Investment Advisors Inc | INVESTMENT ADVISOR | $0 | $46,876 | 2023 |
| Ascensus Holdings Inc Dba Futurepl | CONTRACT ADMINISTRATOR | $37,785 | $7,562 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Surgical Management Professionals, LLC
- 2023 Form 5500 filing
- Form 5500 filings in SD
- 401(k) and benefit plan filings in Sioux Falls, SD
- Empower Annuity Insurance Co — Schedule C compensation
- Hub Investment Advisors Inc — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepl — Schedule C compensation