2023 Form 5500 filing — Rti Surgical, Inc. Section 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 20240930125720NAL0003255379001) for Rti Surgical, Inc. Section 401(K) Plan, reported by Rti Surgical, Inc. under EIN 84-4049000 and plan number 001. It reports 751 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930125720NAL0003255379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rti Surgical, Inc.
- EIN
- 84-4049000
- Plan number
- 001
- Location
- Alachua, FL
- Participants
- 751
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,944,610
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,944,610
- Employer contributions
- $2,598,262
- Participant contributions
- $3,598,578
- Total income / additions
- $14,677,229
- Benefits paid
- $2,348,696
- Administrative expenses
- $143,904
- Total expenses
- $2,492,600
- Net increase / (decrease)
- $12,184,629
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $98,904 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $45,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |