Surgical Associates Of Marshall Co., P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Surgical Associates Of Marshall Co., 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, Surgical Associates Of Marshall Co., P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Surgical Associates Of Marshall Co., P.C. under EIN 63-1286724 and plan number 001. The latest loaded filing year is 2023. The filing reports 14 participants and $4,056,723 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Surgical Associates Of Marshall Co., P.C.
- EIN
- 63-1286724
- Plan number
- 001
- Plan type
- 2
- Location
- Albertville, AL
- Latest filing year
- 2023
- Participants
- 14
- End-of-year plan assets
- $4,056,723
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14 | I | 20240411141401NAL0000751745001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,056,723
- Net assets (EOY)
- $4,056,723
- Net assets (BOY)
- $3,888,684
Income & contributions
- Employer contributions
- $108,354
- Participant contributions
- $88,400
- Total income / additions
- $686,859
Expenses & distributions
- Benefits paid
- $499,542
- Administrative expenses
- $19,278
- Total expenses
- $518,820
- Net increase / (decrease)
- $168,039
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.