2023 Form 5500 filing — Northwest Orthopaedic Specialist, P.S. 401(K) Savings 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 20241011144313NAL0039043280001) for Northwest Orthopaedic Specialist, P.S. 401(K) Savings Plan, reported by Northwest Orthopaedic Specialist, P .S. under EIN 91-1502837 and plan number 004. It reports 400 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144313NAL0039043280001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Orthopaedic Specialist, P .S.
- EIN
- 91-1502837
- Plan number
- 004
- Location
- Spokane, WA
- Participants
- 400
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,762,122
- Total liabilities (EOY)
- $39,627
- Net assets (EOY)
- $67,722,495
- Employer contributions
- $2,112,104
- Participant contributions
- $1,899,804
- Total income / additions
- $15,431,793
- Benefits paid
- $4,233,066
- Administrative expenses
- $225,124
- Total expenses
- $4,458,190
- Net increase / (decrease)
- $10,973,603
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Northern Capital Management | NONE | $99,563 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | NONE | $30,243 | $0 |
| Merrill Lynch Pierce Fenner Smith | NONE | $16,019 | not reported in the loaded dataset |
| Gibson Capital, LLC | NONE | $13,446 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $9,846 | $0 |
| North Star Resource Group | NONE | $8,398 | not reported in the loaded dataset |
| Storehouse Financial | NONE | $7,360 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $356 | $0 |