2023 Form 5500 filing — Orthopaedics Northeast, Pc 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 20240925145913NAL0025693152001) for Orthopaedics Northeast, Pc Profit Sharing Plan, reported by Orthopaedics Northeast, Pc under EIN 35-1496097 and plan number 002. It reports 584 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925145913NAL0025693152001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedics Northeast, Pc
- EIN
- 35-1496097
- Plan number
- 002
- Location
- Fort Wayne, IN
- Participants
- 584
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,175,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,175,127
- Employer contributions
- $2,647,483
- Participant contributions
- $2,063,809
- Total income / additions
- $20,451,425
- Benefits paid
- $5,795,213
- Administrative expenses
- $49,679
- Total expenses
- $5,844,892
- Net increase / (decrease)
- $14,606,533
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pensionmark Financial | ADVISOR | $20,000 | not reported in the loaded dataset |
| Futureplan | RECORD KEEPER | $10,123 | $167 |
| Vestia Personal Wealth Advisors | ADVISOR | $10,198 | not reported in the loaded dataset |
| Larson Financial Group | ADVISOR | $9,358 | not reported in the loaded dataset |