2023 Form 5500 filing — Chatham Orthopaedic Associates, P.A. 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 20241011071052NAL0021469393001) for Chatham Orthopaedic Associates, P.A. Retirement Plan, reported by Chatham Orthopaedic Associates, P.A. under EIN 58-1132546 and plan number 001. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011071052NAL0021469393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Chatham Orthopaedic Associates, P.A.
- EIN
- 58-1132546
- Plan number
- 001
- Location
- Savannah, GA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,431,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,431,692
- Employer contributions
- $1,135,120
- Participant contributions
- $599,057
- Total income / additions
- $4,460,824
- Benefits paid
- $881,775
- Administrative expenses
- $58,496
- Total expenses
- $940,271
- Net increase / (decrease)
- $3,520,553
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Fiduciary Group | INVESTMENT ADVISOR | $41,815 | not reported in the loaded dataset |
| Sentinel Benefits & Financial Group | RECORDKEEPER TPA | $14,276 | not reported in the loaded dataset |