2023 Form 5500 filing — Connecticut Orthopaedic Specialists, Pc 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 20241010184612NAL0021629121001) for Connecticut Orthopaedic Specialists, Pc 401(K) Plan, reported by Connecticut Orthopaedic Specialists P.C. under EIN 06-0855842 and plan number 002. It reports 750 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010184612NAL0021629121001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Connecticut Orthopaedic Specialists P.C.
- EIN
- 06-0855842
- Plan number
- 002
- Location
- Hamden, CT
- Participants
- 750
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $101,921,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,921,957
- Employer contributions
- $3,303,063
- Participant contributions
- $3,348,410
- Total income / additions
- $22,245,417
- Benefits paid
- $2,621,341
- Administrative expenses
- $258,755
- Total expenses
- $2,884,112
- Net increase / (decrease)
- $19,361,305
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hightower Advisors LLC | INVESTMENT ADVISOR | $86,030 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $37,147 | not reported in the loaded dataset |
| Teplitzky & Company Pc | AUDITOR | $0 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 |