Inova Surgery Centers 401(K) Plan — Form 5500 plan (Franconia-Springfield Surgery Ce)
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, Inova Surgery Centers 401(K) Plan is a benefit plan reported by Franconia-Springfield Surgery Ce under EIN 54-2018390 and plan number 001. The latest loaded filing year is 2023. The filing reports 384 participants and $22,983,541 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Franconia-Springfield Surgery Ce
- EIN
- 54-2018390
- Plan number
- 001
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 384
- End-of-year plan assets
- $22,983,541
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 384 | H, C | 20240917052231NAL0003501744001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,983,541
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,983,541
- Net assets (BOY)
- $18,739,802
Income & contributions
- Employer contributions
- $850,203
- Participant contributions
- $1,932,641
- Total contributions
- $3,044,063
- Total income / additions
- $6,080,860
Expenses & distributions
- Benefits paid
- $1,758,965
- Administrative expenses
- $61,421
- Total expenses
- $1,837,121
- Net increase / (decrease)
- $4,243,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $35,421 | $0 | 2023 |
| Northwestern Mutual Investment Serv | INVESTMENT/FINANCIAL ADVI | $25,999 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |