Reid Outpatient Surgery And Endoscopy 401(K) Plan — Form 5500 plan (Reid Outpatient Surgery And Endoscopy, 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, Reid Outpatient Surgery And Endoscopy 401(K) Plan is a benefit plan reported by Reid Outpatient Surgery And Endoscopy, LLC under EIN 20-2844915 and plan number 001. The latest loaded filing year is 2023. The filing reports 229 participants and $11,756,779 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Reid Outpatient Surgery And Endoscopy, LLC
- EIN
- 20-2844915
- Plan number
- 001
- Plan type
- 2
- Location
- Richmond, IN
- Latest filing year
- 2023
- Participants
- 229
- End-of-year plan assets
- $11,756,779
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 229 | H, C | 20241008082154NAL0017278129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,756,779
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,756,779
- Net assets (BOY)
- $9,720,132
Income & contributions
- Employer contributions
- $361,773
- Participant contributions
- $563,954
- Total contributions
- $1,080,721
- Total income / additions
- $2,794,121
Expenses & distributions
- Benefits paid
- $728,268
- Administrative expenses
- $29,206
- Total expenses
- $757,474
- Net increase / (decrease)
- $2,036,647
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Wealth Management | NONE | $11,957 | not reported in the loaded dataset | 2023 |
| Ascensus | NONE | $11,395 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $2,776 | not reported in the loaded dataset | 2023 |
| Nyhart | NONE | $1,813 | not reported in the loaded dataset | 2023 |
| Allworth Financial Management | NONE | $1,265 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Reid Outpatient Surgery And Endoscopy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Richmond, IN
- Morgan Stanley Wealth Management — Schedule C compensation
- Ascensus — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Nyhart — Schedule C compensation
- Allworth Financial Management — Schedule C compensation