2023 Form 5500 filing — Peachtree Orthopaedic Clinic, P.A. 401(K) 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 20241014081837NAL0025712049001) for Peachtree Orthopaedic Clinic, P.A. 401(K) Retirement Plan, reported by Peachtree Orthopaedic Clinic, P.A. under EIN 58-1080740 and plan number 003. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$82.4MReported net assets$82,428,131
Participants622
Provider compensation$23.3K1 Schedule C row(s)$23,330
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014081837NAL0025712049001
Plan sponsor
Peachtree Orthopaedic Clinic, P.A.
EIN
58-1080740
Plan number
003
Location
Atlanta, GA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$82.4M total assets
Net assets$82.4MLiabilities$0
Money in vs. money out
Total income / additions$15.9M
Total expenses$5.7M
Benefits paid / distributions$5.7M
Contributions
Employer$3M
Participant$2.9M
Full reported line items
Total assets (EOY)
$82,428,131
Total liabilities (EOY)
$0
Net assets (EOY)
$82,428,131
Employer contributions
$2,955,080
Participant contributions
$2,856,311
Total income / additions
$15,855,041
Benefits paid
$5,659,444
Administrative expenses
$23,331
Total expenses
$5,682,775
Net increase / (decrease)
$10,172,266
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $23.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014081837NAL0025712049001 cover?
It is the 2023 Form 5500 filing for Peachtree Orthopaedic Clinic, P.A. 401(K) Retirement Plan, reported by Peachtree Orthopaedic Clinic, P.A. (EIN 58-1080740).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages