2023 Form 5500 filing — Treace Medical Concepts 401(K) Retirement Savings 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 20240920115315NAL0004411795001) for Treace Medical Concepts 401(K) Retirement Savings Plan, reported by Treace Medical Concepts Inc under EIN 47-1052611 and plan number 001. It reports 382 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240920115315NAL0004411795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Treace Medical Concepts Inc
- EIN
- 47-1052611
- Plan number
- 001
- Location
- Ponte Vedra, FL
- Participants
- 382
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,370,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,370,649
- Employer contributions
- $2,067,322
- Participant contributions
- $4,175,687
- Total income / additions
- $9,561,702
- Benefits paid
- $710,633
- Administrative expenses
- $63,499
- Total expenses
- $774,132
- Net increase / (decrease)
- $8,787,570
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $50,078 | not reported in the loaded dataset |
| Sean D Casterline Dba Delta Capital | INVESTMENT ADVISOR | $13,356 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $65 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |