Premier Surgical Associates, Pllc 401(K) Profit Sharing Plan — Form 5500 plan (Premier Surgical Associates, Pllc)

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, Premier Surgical Associates, Pllc 401(K) Profit Sharing Plan is a benefit plan reported by Premier Surgical Associates, Pllc under EIN 62-1611998 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $46,154,788 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Premier Surgical Associates, Pllc
EIN
62-1611998
Plan number
001
Plan type
2
Location
Knoxville, TN
Latest filing year
2023
Participants
211
End-of-year plan assets
$46,154,788

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20240930121242NAL0011116930001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,154,788
Total liabilities (EOY)
$0
Net assets (EOY)
$46,154,788
Net assets (BOY)
$37,034,459

Income & contributions

Employer contributions
$1,619,501
Participant contributions
$1,075,672
Total contributions
$6,656,995
Total income / additions
$13,552,833

Expenses & distributions

Benefits paid
$4,284,843
Administrative expenses
$147,661
Total expenses
$4,432,504
Net increase / (decrease)
$9,120,329

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Trust Company Of Tennessee IncNONE$147,661$02023
Pya Waltman Capital, LLCNONE$13,744not reported in the loaded dataset2023
Lbmc, PcNONE$10,600not reported in the loaded dataset2023

Related Form 5500 pages