Southwoods Health 401(K) Plan — Form 5500 plan (The Surgery Center At Southwoods, 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, Southwoods Health 401(K) Plan is a benefit plan reported by The Surgery Center At Southwoods, LLC under EIN 42-1562638 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,189 participants and $52,634,431 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Surgery Center At Southwoods, LLC
- EIN
- 42-1562638
- Plan number
- 001
- Plan type
- 2
- Location
- Boardman, OH
- Latest filing year
- 2023
- Participants
- 1,189
- End-of-year plan assets
- $52,634,431
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,189 | H | 20241010091032NAL0020733473001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $52,634,431
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $52,634,431
- Net assets (BOY)
- $41,908,288
Income & contributions
- Employer contributions
- $2,287,688
- Participant contributions
- $4,062,647
- Total contributions
- $7,847,458
- Total income / additions
- $15,517,165
Expenses & distributions
- Benefits paid
- $4,777,322
- Administrative expenses
- $13,700
- Total expenses
- $4,791,022
- Net increase / (decrease)
- $10,726,143
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.