2023 Form 5500 filing — Nebraska Spine Center, Llp 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 20240829163938NAL0013750881001) for Nebraska Spine Center, Llp 401(K) Profit Sharing Plan, reported by Nebraska Spine Center, Llp under EIN 47-0813040 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240829163938NAL0013750881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nebraska Spine Center, Llp
- EIN
- 47-0813040
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,321,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,321,391
- Employer contributions
- $693,200
- Participant contributions
- $768,106
- Total income / additions
- $4,641,995
- Benefits paid
- $1,828,602
- Administrative expenses
- $74,729
- Total expenses
- $1,903,331
- Net increase / (decrease)
- $2,738,664
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mut Inv Srv LLC | INVESTMENT ADVISORY | $38,349 | not reported in the loaded dataset |
| Newport Group, Inc. | TPA | $20,599 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,843 | not reported in the loaded dataset |
| Envestnet Retirement Solutions | INVESTMENT ADVISORY | $7,670 | not reported in the loaded dataset |