2023 Form 5500 filing — Orthocincy Retirement 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 20240917092354NAL0001637779001) for Orthocincy Retirement Plan, reported by Orthocincy Orthopaedics & Sports Me under EIN 61-1274265 and plan number 001. It reports 464 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917092354NAL0001637779001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthocincy Orthopaedics & Sports Me
- EIN
- 61-1274265
- Plan number
- 001
- Location
- Edgewood, KY
- Participants
- 464
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,320,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,320,094
- Employer contributions
- $3,063,508
- Participant contributions
- $2,203,989
- Total income / additions
- $13,012,387
- Benefits paid
- $976,384
- Administrative expenses
- $224,760
- Total expenses
- $1,201,144
- Net increase / (decrease)
- $11,811,243
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $74,280 | $0 |
| Opus Capital Group LLC | INVESTMENT ADVISOR | $46,636 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $26,408 | not reported in the loaded dataset |
| Raymond James | NONE | $18,717 | not reported in the loaded dataset |
| Wealth Dimensions | NONE | $14,731 | not reported in the loaded dataset |
| Morgan Stanley Wealth Management | NONE | $12,696 | not reported in the loaded dataset |
| Allworth Financial | NONE | $12,484 | not reported in the loaded dataset |
| Thor Wealth Management | NONE | $9,825 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $5,458 | not reported in the loaded dataset |
| Futures Planning Group, Inc. | CONTRACT ADMIN | $3,525 | not reported in the loaded dataset |