Midwest Surgical Hospital, LLC 401(K) Plan — Form 5500 plan (Midwest Surgical Hospital, LLC)
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, Midwest Surgical Hospital, LLC 401(K) Plan is a benefit plan reported by Midwest Surgical Hospital, LLC under EIN 38-3712521 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $13,028,017 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13MPlan net assets, end of year$13,028,017
Participants145Covered participants reported
Assets / participant$89.8KComputed: assets ÷ participants$89,848 (computed)
Provider compensation$47.9K2 Schedule C provider row(s)$47,886
- Plan sponsor
- Midwest Surgical Hospital, LLC
- EIN
- 38-3712521
- Plan number
- 001
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 145 | H, C | 20241015125800NAL0016440067001 |
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)$13M total assets
Net assets$13MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,028,017
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,028,017
- Net assets (BOY)
- $11,082,843
Income & contributions
- Employer contributions
- $338,310
- Participant contributions
- $566,778
- Total contributions
- $905,088
- Total income / additions
- $2,930,093
Expenses & distributions
- Benefits paid
- $937,032
- Administrative expenses
- $47,887
- Total expenses
- $984,919
- Net increase / (decrease)
- $1,945,174
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wealth Plan Investment Management | ADVISOR | $28,976 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $18,910 | $0 | 2023 |