Surgery Group, S.C. Employees' Retirement Plan — Form 5500 plan (Surgery Group, S.C.)
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, Surgery Group, S.C. Employees' Retirement Plan is a benefit plan reported by Surgery Group, S.C. under EIN 36-2664331 and plan number 004. The latest loaded filing year is 2023. The filing reports 9 participants and $2,879,822 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgery Group, S.C.
- EIN
- 36-2664331
- Plan number
- 004
- Plan type
- 2
- Location
- Geneva, IL
- Latest filing year
- 2023
- Participants
- 9
- End-of-year plan assets
- $2,879,822
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9 | I | 20241114135058NAL0010756755001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,879,822
- Net assets (EOY)
- $2,879,822
- Net assets (BOY)
- $2,653,390
Income & contributions
- Employer contributions
- $26,986
- Participant contributions
- $70,274
- Total income / additions
- $264,827
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $38,395
- Total expenses
- $38,395
- Net increase / (decrease)
- $226,432
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.