2023 Form 5500 filing — The Orthopaedic And Fracture Clinic, P.A. 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 20240919093940NAL0005739041001) for The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan, reported by The Orthopaedic And Fracture Clinic, P.A. under EIN 41-0940705 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240919093940NAL0005739041001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Orthopaedic And Fracture Clinic, P.A.
- EIN
- 41-0940705
- Plan number
- 001
- Location
- Mankato, MN
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,177,142
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,177,142
- Employer contributions
- $886,454
- Participant contributions
- $789,351
- Total income / additions
- $7,725,139
- Benefits paid
- $4,056,280
- Administrative expenses
- $46,260
- Total expenses
- $4,102,540
- Net increase / (decrease)
- $3,622,599
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Osaic Wealth, Inc | INVESTMENT ADVISOR | $45,000 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $1,260 | $0 |