2023 Form 5500 filing — Raleigh Orthopaedic Clinic 401(K) Profit Sharing Plan & Trust
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 20241001113949NAL0013507714001) for Raleigh Orthopaedic Clinic 401(K) Profit Sharing Plan & Trust, reported by Raleigh Orthopaedic Clinic, P.A. under EIN 56-0941814 and plan number 001. It reports 586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001113949NAL0013507714001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Raleigh Orthopaedic Clinic, P.A.
- EIN
- 56-0941814
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,777,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,777,405
- Employer contributions
- $2,149,376
- Participant contributions
- $2,909,351
- Total income / additions
- $14,584,473
- Benefits paid
- $3,417,848
- Administrative expenses
- $45,027
- Total expenses
- $3,462,875
- Net increase / (decrease)
- $11,121,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $40,892 | $0 |
| Massmutual | NONE | $5,780 | not reported in the loaded dataset |