Neurosurgical Associates, Ltd. Profit Sharing Plan — Form 5500 plan (Neurosurgical Associates, Ltd)
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, Neurosurgical Associates, Ltd. Profit Sharing Plan is a benefit plan reported by Neurosurgical Associates, Ltd under EIN 86-0453788 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $45,961,187 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Neurosurgical Associates, Ltd
- EIN
- 86-0453788
- Plan number
- 002
- Plan type
- 2
- Location
- Phoenix, AZ
- Latest filing year
- 2023
- Participants
- 237
- End-of-year plan assets
- $45,961,187
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 237 | H, C | 20241024132710NAL0000706691001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,961,187
- Net assets (EOY)
- $45,961,187
- Net assets (BOY)
- $37,514,031
Income & contributions
- Employer contributions
- $2,024,263
- Participant contributions
- $1,253,335
- Total contributions
- $3,290,293
- Total income / additions
- $9,442,952
Expenses & distributions
- Benefits paid
- $934,061
- Administrative expenses
- $61,735
- Total expenses
- $995,796
- Net increase / (decrease)
- $8,447,156
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $34,803 | not reported in the loaded dataset | 2023 |
| Envestnet Asset Management Inc | NONE | $12,813 | not reported in the loaded dataset | 2023 |
| Buckingham Strategic Partners | NONE | $12,025 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $156 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Neurosurgical Associates, Ltd
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Phoenix, AZ
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Envestnet Asset Management Inc — Schedule C compensation
- Buckingham Strategic Partners — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation