2023 Form 5500 filing — Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings 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 20241008123127NAL0009639843001) for Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan, reported by Fox Valley Orthopaedic Associates, S.C. under EIN 36-2796281 and plan number 002. It reports 271 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008123127NAL0009639843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fox Valley Orthopaedic Associates, S.C.
- EIN
- 36-2796281
- Plan number
- 002
- Location
- Geneva, IL
- Participants
- 271
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,437,571
- Net assets (EOY)
- $38,437,571
- Employer contributions
- $1,107,348
- Participant contributions
- $1,218,442
- Total income / additions
- $8,298,706
- Benefits paid
- $686,758
- Administrative expenses
- $47,670
- Total expenses
- $734,428
- Net increase / (decrease)
- $7,564,278
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,369 | $0 |
| Administrative Retirement Services | CONTRACT ADMINISTRATOR | $300 | $16,023 |
| Morningstar Investment Mangement L | INV ADV. PARTICIPANTS | $0 | $0 |