2023 Form 5500 filing — Orthopaedic Medical Group Of Tampa Bay, P. A. 401(K) 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 20240913151354NAL0005149203001) for Orthopaedic Medical Group Of Tampa Bay, P. A. 401(K) Plan, reported by Orthopaedic Medical Group Of Tampa Bay, P.A. under EIN 59-1830246 and plan number 006. It reports 128 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913151354NAL0005149203001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Medical Group Of Tampa Bay, P.A.
- EIN
- 59-1830246
- Plan number
- 006
- Location
- Lithia, FL
- Participants
- 128
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,633,235
- Total liabilities (EOY)
- $2,195
- Net assets (EOY)
- $5,631,040
- Employer contributions
- $218,905
- Participant contributions
- $385,610
- Total income / additions
- $1,412,670
- Benefits paid
- $92,268
- Administrative expenses
- $26,323
- Total expenses
- $118,591
- Net increase / (decrease)
- $1,294,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northwestern Mutual Investment Serv | BROKER | $0 | $14,369 |
| Ascensus | TPA | $0 | $3,772 |
| Morningstar | INVESTMENT ADVISORY PLAN | $0 | $802 |