Plan Snapshot
- Plan Sponsor: Wichita Surgical Specialists, P.A.
- Sponsor EIN: 481156958
- Sponsor Address: 551 N. HILLSIDE, STE 201, WICHITA, KS, 67214
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $71.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $71.5M | $2.6M | $1.6M |
| 2023 | 222 | $68.1M | $2.3M | $1.4M |
| 2022 | 201 | $54.7M | $2.2M | $1.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ALLEN GIBBS & HOULIK,LC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $94,700 | $94,250 | — | — | — |
| 2023 | $87,077 | $86,852 | — | — | — |
| 2022 | $109,956 | $28,936 | — | — | — |