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, The Surgical Clinic 401(K) Profit Sharing Plan is a benefit plan reported by The Surgical Clinic, Pllc under EIN 62-1699673 and plan number 002. The latest loaded filing year is 2023. The filing reports 330 participants and $57,004,829 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $57,004,829
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $57,004,829
- Net assets (BOY)
- $51,200,642
Income & contributions
- Employer contributions
- $2,595,807
- Participant contributions
- $1,384,238
- Total contributions
- $3,980,045
- Total income / additions
- $13,044,643
Expenses & distributions
- Benefits paid
- $7,133,552
- Administrative expenses
- $106,904
- Total expenses
- $7,240,456
- Net increase / (decrease)
- $5,804,187