2023 Form 5500 filing — Instride Foot And Ankle Specialists, Pllc 401k
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 20241008120810NAL0017513105001) for Instride Foot And Ankle Specialists, Pllc 401k, reported by Instride Foot & Ankle Specialist Pllc under EIN 30-0700851 and plan number 001. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008120810NAL0017513105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Instride Foot & Ankle Specialist Pllc
- EIN
- 30-0700851
- Plan number
- 001
- Location
- Concord, NC
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,132,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,132,312
- Employer contributions
- $395,289
- Participant contributions
- $1,123,434
- Total income / additions
- $5,344,913
- Benefits paid
- $1,963,036
- Administrative expenses
- $88,056
- Total expenses
- $2,051,092
- Net increase / (decrease)
- $3,293,821
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $49,923 | $0 |
| Resources Investment Advisors. | NONE | $20,867 | not reported in the loaded dataset |
| One Digital Investment Advisors | NONE | $12,962 | not reported in the loaded dataset |
| Nextcapital Group, Inc. | NONE | $4,279 | not reported in the loaded dataset |
| Td Ameritrade, Inc. | NONE | $25 | $0 |