2023 Form 5500 filing — Premier Orthopaedics & Sports Medicine, P.L.C. 401(K) 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 20240930133623NAL0005587953001) for Premier Orthopaedics & Sports Medicine, P.L.C. 401(K) Profit Sharing Plan, reported by Premier Orthopaedics & Sports Medicine, P.L.C. under EIN 62-1619606 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
- 20240930133623NAL0005587953001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premier Orthopaedics & Sports Medicine, P.L.C.
- EIN
- 62-1619606
- Plan number
- 001
- Location
- Columbus, GA
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,605,181
- Net assets (EOY)
- $18,605,181
- Employer contributions
- $802,035
- Participant contributions
- $679,989
- Total income / additions
- $4,475,017
- Benefits paid
- $661,271
- Administrative expenses
- $82,743
- Total expenses
- $744,014
- Net increase / (decrease)
- $3,731,003
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| A&G Financial Management, LLC | NONE | $30,000 | not reported in the loaded dataset |
| Robinson Grimes And Company Pc | NONE | $16,690 | not reported in the loaded dataset |
| 101 Winners Circle Associates | NONE | $15,259 | not reported in the loaded dataset |
| Thoroughbred Financial Serv | NONE | $6,810 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $6,140 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $161 | $0 |