Surgeons Choice Medical Center 401(K) Plan And Trust — Form 5500 plan (Southfield Rehabilitation Company)
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, Surgeons Choice Medical Center 401(K) Plan And Trust is a benefit plan reported by Southfield Rehabilitation Company under EIN 38-3162435 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $3,858,254 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southfield Rehabilitation Company
- EIN
- 38-3162435
- Plan number
- 001
- Plan type
- 2
- Location
- Southfield, MI
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $3,858,254
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241010134803NAL0034202720001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,858,254
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,858,254
- Net assets (BOY)
- $3,233,368
Income & contributions
- Employer contributions
- $73,551
- Participant contributions
- $361,995
- Total contributions
- $444,132
- Total income / additions
- $957,402
Expenses & distributions
- Benefits paid
- $324,437
- Administrative expenses
- $8,079
- Total expenses
- $332,516
- Net increase / (decrease)
- $624,886
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Co. | RECORDKEEPER | $8,079 | $0 | 2023 |
| Barclay Planning Group | RECORDKEEPER | $0 | $426 | 2023 |