2023 Form 5500 filing — Barrington Orthopedic Specialists, Ltd. 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 20240723105007NAL0011130945001) for Barrington Orthopedic Specialists, Ltd. 401(K) Profit Sharing Plan, reported by Barrington Orthopedic Specialists, Ltd. under EIN 36-3062013 and plan number 003. It reports 207 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723105007NAL0011130945001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Barrington Orthopedic Specialists, Ltd.
- EIN
- 36-3062013
- Plan number
- 003
- Location
- Schaumburg, IL
- Participants
- 207
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,914,140
- Total liabilities (EOY)
- $32,439
- Net assets (EOY)
- $38,881,701
- Employer contributions
- $460,063
- Participant contributions
- $981,465
- Total income / additions
- $7,420,009
- Benefits paid
- $561,044
- Administrative expenses
- $46,480
- Total expenses
- $607,524
- Net increase / (decrease)
- $6,812,485
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Minnesota Life | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset |
| Charles Schwab & Co, Inc. | INSURANCE BROKER | not reported in the loaded dataset | not reported in the loaded dataset |
| Mission Wealth Management Lp | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |
| Minnesota Life | CUSTODIAN | not reported in the loaded dataset | $0 |