2023 Form 5500 filing — Slocum Orthopedics, P.C. 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 20241010124818NAL0040065202001) for Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan, reported by Slocum Orthopedics, P.C. under EIN 93-0603212 and plan number 001. It reports 434 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124818NAL0040065202001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Slocum Orthopedics, P.C.
- EIN
- 93-0603212
- Plan number
- 001
- Location
- Eugene, OR
- Participants
- 434
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,489,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,489,818
- Employer contributions
- $2,504,456
- Participant contributions
- $1,924,403
- Total income / additions
- $13,176,287
- Benefits paid
- $4,423,502
- Administrative expenses
- $117,019
- Total expenses
- $4,540,521
- Net increase / (decrease)
- $8,635,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rvk, Inc. | INVESTMENT ADVISOR | $40,894 | not reported in the loaded dataset |
| Prime Pensions Northwest, LLC | TPA | $29,993 | not reported in the loaded dataset |
| Nwps | RECORDKEEPER | $27,079 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | CUSTODIAL | $18,442 | $0 |