2023 Form 5500 filing — Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(K) 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 20240625101323NAL0015206258001) for Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(K) Profit Sharing Plan, reported by Houston Orthopaedic Surgery & Sport Medicine, P.C. under EIN 58-2394003 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240625101323NAL0015206258001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Houston Orthopaedic Surgery & Sport Medicine, P.C.
- EIN
- 58-2394003
- Plan number
- 001
- Location
- Warner Robins, GA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,874,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,874,400
- Employer contributions
- $566,963
- Participant contributions
- $442,885
- Total income / additions
- $4,027,155
- Benefits paid
- $2,777,456
- Administrative expenses
- $79,981
- Total expenses
- $2,857,437
- Net increase / (decrease)
- $1,169,718
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $47,586 | $0 |
| Resources Investment Advisors. | NONE | $24,803 | not reported in the loaded dataset |
| One Digital Investment Advisors | NONE | $5,627 | not reported in the loaded dataset |
| Nextcapital Group, Inc. | NONE | $1,965 | $0 |