2023 Form 5500 filing — Orthopaedic Specialists Of Nc, P.A. 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 20241010085721NAL0011316003001) for Orthopaedic Specialists Of Nc, P.A. 401(K) Plan, reported by Orthopaedic Specialists Of Nc, P.A. under EIN 56-2232487 and plan number 001. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085721NAL0011316003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Specialists Of Nc, P.A.
- EIN
- 56-2232487
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 132
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,283,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,283,413
- Employer contributions
- $277,764
- Participant contributions
- $476,689
- Total income / additions
- $2,221,627
- Benefits paid
- $186,715
- Administrative expenses
- $10,173
- Total expenses
- $196,888
- Net increase / (decrease)
- $2,024,739
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Qualified Retirement Plan Services | CONTRACT ADMIN | $11,500 | $8,002 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $8,303 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,020 | $0 |