2023 Form 5500 filing — Kennedy, White & Riggs Orthopaedic Surgery, 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 20240920080753NAL0012598656001) for Kennedy, White & Riggs Orthopaedic Surgery, 401(K) Plan, reported by Kennedy, White & Riggs Orthopaedic Surgery under EIN 59-2227075 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920080753NAL0012598656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kennedy, White & Riggs Orthopaedic Surgery
- EIN
- 59-2227075
- Plan number
- 001
- Location
- Sarasota, FL
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,294,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,294,029
- Employer contributions
- $346,922
- Participant contributions
- $759,296
- Total income / additions
- $3,230,544
- Benefits paid
- $1,971,738
- Administrative expenses
- $38,849
- Total expenses
- $2,010,587
- Net increase / (decrease)
- $1,219,957
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Level Four Advisory Services, LLC | NONE | $23,094 | not reported in the loaded dataset |
| Cpi Qualified Plan Consultants, Inc | NONE | $15,755 | not reported in the loaded dataset |