2023 Form 5500 filing — Syracuse Orthopedic Specialists, P.C. Retirement Incentive 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 20241009145220NAL0019473169001) for Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan, reported by Syracuse Orthopedic Specialists, Pc under EIN 16-0992982 and plan number 004. It reports 930 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009145220NAL0019473169001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Syracuse Orthopedic Specialists, Pc
- EIN
- 16-0992982
- Plan number
- 004
- Location
- East Syracuse, NY
- Participants
- 930
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $98,269,774
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $98,269,774
- Employer contributions
- $3,116,349
- Participant contributions
- $3,689,877
- Total income / additions
- $21,033,743
- Benefits paid
- $6,939,110
- Administrative expenses
- $78,153
- Total expenses
- $7,042,546
- Net increase / (decrease)
- $13,991,197
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $21,303 | $0 |
| Bonadio & Co Llp | ACCOUNTANT/AUDITOR | $13,400 | not reported in the loaded dataset |