Specialty Orthopedic Group Of Ms, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Specialty Orthopedic Group Of Ms, LLC (EIN 47-4372269) is a plan sponsor located in Tupelo, MS with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-4372269
Location
Tupelo, MS
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$5,552,808
Total reported net assets (EOY)
$5,552,808

Contributions & income

Employer contributions
$339,703
Participant contributions
$523,266
Total income / additions
$1,522,289

Expenses & distributions

Benefits paid / distributions
$286,636
Total expenses
$346,870
Net increase / (decrease)
$1,175,419

Coverage

Total reported participants
366
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Specialty Orthopedic Group Of Ms, LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Specialty Orthopedic Group Of Ms, LLC 401(K) Plan001209$5,552,8082023
Specialty Orthopedic Group Of Ms Welfare Benefit Plan501157not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Specialty Orthopedic Group Of Ms, LLC
YearPlanParticipantsSchedulesFiling
2023Specialty Orthopedic Group Of Ms, LLC 401(K) Plan209H, C20241015115855NAL0029502097001
2023Specialty Orthopedic Group Of Ms Welfare Benefit Plan15720250725064051NAL0016125090001

Related Form 5500 pages