2023 Form 5500 filing — Indiana Spine Group, P.C. Retirement Savings 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 20240807160025NAL0006506800001) for Indiana Spine Group, P.C. Retirement Savings Plan, reported by Indiana Spine Group, P.C. under EIN 35-2149412 and plan number 001. It reports 176 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240807160025NAL0006506800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indiana Spine Group, P.C.
- EIN
- 35-2149412
- Plan number
- 001
- Location
- Carmel, IN
- Participants
- 176
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,940,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,940,349
- Employer contributions
- $919,096
- Participant contributions
- $1,072,876
- Total income / additions
- $6,800,279
- Benefits paid
- $760,670
- Administrative expenses
- $40,169
- Total expenses
- $807,969
- Net increase / (decrease)
- $5,992,310
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,891 | $0 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $15,998 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,757 | not reported in the loaded dataset |