2023 Form 5500 filing — Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And 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 20241003053529NAL0010035105001) for Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And Profit Sharing Plan, reported by Orthopaedic And Sports Medicine Center - Norman, P under EIN 73-0956029 and plan number 001. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003053529NAL0010035105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic And Sports Medicine Center - Norman, P
- EIN
- 73-0956029
- Plan number
- 001
- Location
- Norman, OK
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,120,339
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,120,339
- Employer contributions
- $175,174
- Participant contributions
- $324,497
- Total income / additions
- $1,336,581
- Benefits paid
- $825,987
- Administrative expenses
- $16,017
- Total expenses
- $846,644
- Net increase / (decrease)
- $489,937
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cadent Capital Advisors LLC | ADVISOR | $14,617 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,412 | $0 |