2023 Form 5500 filing — Tulsa Bone And Joint Associates 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 20241010171543NAL0011769155001) for Tulsa Bone And Joint Associates Retirement Plan, reported by Tulsa Bone And Joint Associates, Inc. under EIN 73-1551429 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010171543NAL0011769155001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tulsa Bone And Joint Associates, Inc.
- EIN
- 73-1551429
- Plan number
- 001
- Location
- Tulsa, OK
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,251,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,251,239
- Employer contributions
- $1,540,825
- Participant contributions
- $1,353,577
- Total income / additions
- $8,530,898
- Benefits paid
- $821,686
- Administrative expenses
- $146,681
- Total expenses
- $968,367
- Net increase / (decrease)
- $7,562,531
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks LLC | NONE | $55,152 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | NONE | $41,338 | $0 |
| Mariner Wealth Advisors | NONE | $34,131 | not reported in the loaded dataset |
| Pasi LLC | NONE | $4,622 | $10,000 |
| Empower Advisory Group LLC | NONE | $11,418 | not reported in the loaded dataset |