2023 Form 5500 filing — West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522082226NAL0003765745001) for West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan, reported by West Tennessee Bone & Joint Clinic, P.C. under EIN 62-0913372 and plan number 002. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240522082226NAL0003765745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- West Tennessee Bone & Joint Clinic, P.C.
- EIN
- 62-0913372
- Plan number
- 002
- Location
- Jackson, TN
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,000,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,000,134
- Employer contributions
- $1,055,425
- Participant contributions
- $1,217,598
- Total income / additions
- $7,005,521
- Benefits paid
- $993,050
- Administrative expenses
- $86,735
- Total expenses
- $1,079,785
- Net increase / (decrease)
- $5,925,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Financial Partners Group, LLC | INVESTMENT ADVISOR | $51,433 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $22,464 | $0 |
| Hub International Gulf South Limite | CONTRACT ADMIN. | $3,835 | not reported in the loaded dataset |