2023 Form 5500 filing — Mid-America Orthopedics, L.L.C. 401(K) Retirement 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 20241010123924NAL0020978881001) for Mid-America Orthopedics, L.L.C. 401(K) Retirement Plan, reported by Mid-America Orthopedics, L.L.C. under EIN 26-2436650 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010123924NAL0020978881001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Mid-America Orthopedics, L.L.C.
- EIN
- 26-2436650
- Plan number
- 001
- Location
- Wichita, KS
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,369,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,369,846
- Employer contributions
- $258,439
- Participant contributions
- $518,305
- Total income / additions
- $2,461,589
- Benefits paid
- $709,267
- Administrative expenses
- $44,015
- Total expenses
- $753,282
- Net increase / (decrease)
- $1,708,307
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ima Wealth Inc. | INVESTMENT ADVISOR | $25,608 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,067 | $0 |
| Economic Group Pension Services,Inc | CONTRACT ADMIN | $3,252 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $675 | not reported in the loaded dataset |