Plan5500

2023 Form 5500 filing — Centers For Advanced Orthopaedics, LLC 401(K) 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 20241009125311NAL0018310513001) for Centers For Advanced Orthopaedics, LLC 401(K) Profit Sharing Plan, reported by Centers For Advanced Orthopaedics, LLC under EIN 45-4852156 and plan number 001. It reports 2,587 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241009125311NAL0018310513001
Filing year
2023
Form type
2
Plan sponsor
Centers For Advanced Orthopaedics, LLC
EIN
45-4852156
Plan number
001
Location
Bethesda, MD
Participants
2,587
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$159,116,413
Total liabilities (EOY)
$0
Net assets (EOY)
$159,116,413
Employer contributions
$7,549,787
Participant contributions
$9,599,468
Total income / additions
$40,273,468
Benefits paid
$8,716,009
Administrative expenses
$404,562
Total expenses
$9,121,837
Net increase / (decrease)
$31,151,631
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
John HancockRECORDKEEPER$188,597not reported in the loaded dataset
Boenning & ScattergoodINVESTMENT ADVISORY$103,533not reported in the loaded dataset
The Mandmarblestone Group LLCINVESTMENT ADVISORY$85,400not reported in the loaded dataset
Millennium Investment & Retirement3(21)$19,622not reported in the loaded dataset
Northstar Fiduciary Partners, LLC3(21)$7,335not reported in the loaded dataset

Related Form 5500 pages