Surgery South, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Surgery South, P.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, Surgery South, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Surgery South, P.C. under EIN 58-1375107 and plan number 001. The latest loaded filing year is 2023. The filing reports 18 participants and $5,311,695 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgery South, P.C.
- EIN
- 58-1375107
- Plan number
- 001
- Plan type
- 2
- Location
- Stockbridge, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 18 | I | 20240724090201NAL0019982144002 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $5,311,695
- Net assets (EOY)
- $5,311,695
- Net assets (BOY)
- $6,564,157
Income & contributions
- Employer contributions
- $189,839
- Participant contributions
- $96,400
- Total income / additions
- $1,861,389
Expenses & distributions
- Benefits paid
- $3,113,851
- Total expenses
- $3,113,851
- Net increase / (decrease)
- -$1,252,462
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.