2023 Form 5500 filing — Tuckahoe Orthopaedic Associates, Ltd. 401(K) 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 20241008083806NAL0017294705001) for Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan, reported by Tuckahoe Orthopaedic Associates, Ltd. under EIN 54-0949806 and plan number 003. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008083806NAL0017294705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tuckahoe Orthopaedic Associates, Ltd.
- EIN
- 54-0949806
- Plan number
- 003
- Location
- Henrico, VA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,364,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,364,976
- Employer contributions
- $731,306
- Participant contributions
- $509,856
- Total income / additions
- $8,397,970
- Benefits paid
- $658,504
- Administrative expenses
- $14,833
- Total expenses
- $673,337
- Net increase / (decrease)
- $7,724,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $9,298 | not reported in the loaded dataset |
| The Capital Management Corp | ADVISOR | $3,635 | not reported in the loaded dataset |
| Tuckahoe Orthopedic Associates, Ltd | OTHER | $1,181 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |