2023 Form 5500 filing — Tallahassee Orthopedic Clinic Iii P.L. 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 20240808083054NAL0004708129001) for Tallahassee Orthopedic Clinic Iii P.L. 401(K) Profit Sharing Plan, reported by Tallahassee Orthopedic Clinic Iii P.L. under EIN 59-3598056 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240808083054NAL0004708129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tallahassee Orthopedic Clinic Iii P.L.
- EIN
- 59-3598056
- Plan number
- 001
- Location
- Tallahassee, FL
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $997,784
- Participant contributions
- $866,718
- Total income / additions
- $7,399,778
- Benefits paid
- $56,192,198
- Administrative expenses
- $205,896
- Total expenses
- $56,398,094
- Net increase / (decrease)
- -$48,998,316
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $157,677 | $0 |
| Latitude Service Company Inc | CONTRACT ADMIN | $88,192 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $50,546 |
| Leafhouse Financial Advisor LLC | INVESTMENT ADVISOR | $13,552 | not reported in the loaded dataset |