2023 Form 5500 filing — Orthopedic Centers Of Colorado, LLC 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 20241001071634NAL0003114403001) for Orthopedic Centers Of Colorado, LLC 401(K) Profit Sharing Plan, reported by Orthopedic Centers Of Colorado, LLC under EIN 47-5021191 and plan number 001. It reports 649 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241001071634NAL0003114403001
Filing year
2023
Form type
2
Plan sponsor
Orthopedic Centers Of Colorado, LLC
EIN
47-5021191
Plan number
001
Location
Denver, CO
Participants
649
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$80,339,009
Total liabilities (EOY)
$0
Net assets (EOY)
$80,339,009
Employer contributions
$0
Participant contributions
$2,810,137
Total income / additions
$16,842,563
Benefits paid
$8,264,611
Administrative expenses
$152,478
Total expenses
$8,417,089
Net increase / (decrease)
$8,425,474
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRECORDKEEPER$67,853not reported in the loaded dataset
Sheridan Road Advisors, LLCINVESTMENT ADVISORY$55,000not reported in the loaded dataset
The Mandmarblestone Group LLCTHIRD PARTY ADMINISTRATO$29,600not reported in the loaded dataset

Related Form 5500 pages