2023 Form 5500 filing — Scoi 401(K) Plan And 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 20241007064228NAL0008697011001) for Scoi 401(K) Plan And Trust, reported by Southern Ca Orthopedic Inst under EIN 95-3150156 and plan number 001. It reports 795 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007064228NAL0008697011001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Ca Orthopedic Inst
- EIN
- 95-3150156
- Plan number
- 001
- Location
- Van Nuys, CA
- Participants
- 795
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,984,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,984,727
- Employer contributions
- $399,740
- Participant contributions
- $1,998,390
- Total income / additions
- $8,538,563
- Benefits paid
- $4,436,717
- Administrative expenses
- $103,993
- Total expenses
- $4,581,869
- Net increase / (decrease)
- $3,956,694
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $58,496 | $0 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $30,000 | $0 |
| Withumsmithbrown, Pc | ACCOUNTANT | $15,496 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 |