Michigan Surgery Specialists, P.C. 401(K) Plan And Trust — Form 5500 plan (Michigan Surgery Specialists, P.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, Michigan Surgery Specialists, P.C. 401(K) Plan And Trust is a benefit plan reported by Michigan Surgery Specialists, P.C. under EIN 38-1958736 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $10,237,116 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michigan Surgery Specialists, P.C.
- EIN
- 38-1958736
- Plan number
- 001
- Plan type
- 2
- Location
- Warren, MI
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $10,237,116
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20241015093752NAL0029151329001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,237,116
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,237,116
- Net assets (BOY)
- $10,098,925
Income & contributions
- Employer contributions
- $255,759
- Participant contributions
- $546,421
- Total contributions
- $918,466
- Total income / additions
- $2,465,444
Expenses & distributions
- Benefits paid
- $2,254,163
- Administrative expenses
- $36,961
- Total expenses
- $2,327,253
- Net increase / (decrease)
- $138,191
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | BROKER | $11,044 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $3,806 | $0 | 2023 |
| Barclay Planning Group | CONTRACT ADMIN | $2,209 | not reported in the loaded dataset | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $715 | $0 | 2023 |
| Empower Advisory Group | INVESTMENT MGT | $186 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Michigan Surgery Specialists, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Warren, MI
- Kestra Investment Services LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Barclay Planning Group — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation
- Empower Advisory Group — Schedule C compensation