Royal Oak Surgical Associates, Pc Employees' Profit Sharing Plan — Form 5500 plan (Royal Oak 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, Royal Oak Surgical Associates, Pc Employees' Profit Sharing Plan is a benefit plan reported by Royal Oak Surgical Associates, Pc under EIN 38-2091999 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $8,717,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Royal Oak Surgical Associates, Pc
- EIN
- 38-2091999
- Plan number
- 001
- Plan type
- 2
- Location
- Royal Oak, MI
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $8,717,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20250516135418NAL0014101267001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,717,799
- Net assets (EOY)
- $8,717,799
- Net assets (BOY)
- $6,589,123
Income & contributions
- Employer contributions
- $143,053
- Participant contributions
- $106,550
- Total income / additions
- $2,178,425
Expenses & distributions
- Benefits paid
- $30,035
- Administrative expenses
- $0
- Total expenses
- $49,749
- Net increase / (decrease)
- $2,128,676
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.