Muskegon Surgical Associates, Pc Pension Plan — Form 5500 plan (Muskegon Surgical Associates, Pc)

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, Muskegon Surgical Associates, Pc Pension Plan is a benefit plan reported by Muskegon Surgical Associates, Pc under EIN 38-1973203 and plan number 003. The latest loaded filing year is 2023. The filing reports 149 participants and $5,206,434 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.2MPlan net assets, end of year$5,206,434
Participants149Covered participants reported
Assets / participant$34.9KComputed: assets ÷ participants$34,943 (computed)
Provider compensationNone reported
Plan sponsor
Muskegon Surgical Associates, Pc
EIN
38-1973203
Plan number
003
Plan type
2
Location
Muskegon, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023149H20241014094419NAL0025847361001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$5.2M total assets
Net assets$5.2MLiabilities$0
Money in vs. money out
Total income / additions$370.4K
Total expenses$287.8K
Benefits paid / distributions$287.8K
Contributions
Employer$90K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$5,206,434
Total liabilities (EOY)
$0
Net assets (EOY)
$5,206,434
Net assets (BOY)
$5,123,813

Income & contributions

Employer contributions
$90,000
Total contributions
$90,000
Total income / additions
$370,435

Expenses & distributions

Benefits paid
$287,814
Administrative expenses
$0
Total expenses
$287,814
Net increase / (decrease)
$82,621

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages