2023 Form 5500 filing — First State Orthopaedics, P.A. 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 20241011145308NAL0039090784001) for First State Orthopaedics, P.A. 401(K) Profit Sharing Plan, reported by First State Orthopaedics, P.A. under EIN 51-0297303 and plan number 001. It reports 510 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011145308NAL0039090784001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- First State Orthopaedics, P.A.
- EIN
- 51-0297303
- Plan number
- 001
- Location
- Newark, DE
- Participants
- 510
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $68,838,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,838,144
- Employer contributions
- $1,917,338
- Participant contributions
- $2,367,163
- Total income / additions
- $15,656,985
- Benefits paid
- $4,131,078
- Administrative expenses
- $95,659
- Total expenses
- $4,241,980
- Net increase / (decrease)
- $11,415,005
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,189 | $0 |
| Global Retirement Partners LLC | ADVISOR | $32,960 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $8,931 | not reported in the loaded dataset |