Illinois Valley Surgical Associates Profit Sharing 401(K) Plan — Form 5500 plan (Illinois Valley Surgical Associates, S.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, Illinois Valley Surgical Associates Profit Sharing 401(K) Plan is a benefit plan reported by Illinois Valley Surgical Associates, S.C. under EIN 39-2009048 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $7,961,290 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Illinois Valley Surgical Associates, S.C.
- EIN
- 39-2009048
- Plan number
- 001
- Plan type
- 2
- Location
- Little Chute, WI
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $7,961,290
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20250812084853NAL0007793985001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,961,290
- Net assets (EOY)
- $7,961,290
- Net assets (BOY)
- $6,116,432
Income & contributions
- Employer contributions
- $129,970
- Participant contributions
- $118,679
- Total income / additions
- $1,918,221
Expenses & distributions
- Benefits paid
- $23,914
- Administrative expenses
- $49,449
- Total expenses
- $73,363
- Net increase / (decrease)
- $1,844,858
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.