2023 Form 5500 filing — Orthopedic & Sports Institute Of The Fox Valley Sc 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 20241010101830NAL0011368051001) for Orthopedic & Sports Institute Of The Fox Valley Sc 401(K) Profit Sharing Plan, reported by Orthopedic & Sports Institute Of The Fox Valley Sc under EIN 16-1625172 and plan number 001. It reports 138 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010101830NAL0011368051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic & Sports Institute Of The Fox Valley Sc
- EIN
- 16-1625172
- Plan number
- 001
- Location
- Appleton, WI
- Participants
- 138
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,782,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,782,698
- Employer contributions
- $654,791
- Participant contributions
- $540,961
- Total income / additions
- $5,154,095
- Benefits paid
- $124,788
- Administrative expenses
- $73,060
- Total expenses
- $197,848
- Net increase / (decrease)
- $4,956,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| North Star Asset Management, Inc. | INVESTMENT MANAGEMENT | $42,849 | not reported in the loaded dataset |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $15,432 | not reported in the loaded dataset |
| American Trust Company | RECORDKEEPER | $7,271 | not reported in the loaded dataset |
| Map Retirement Usa LLC | TPA | $1,100 | not reported in the loaded dataset |