2023 Form 5500 filing — Northwest Ohio Orthopedics & Sports Medicine 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 20241014092159NAL0026896177001) for Northwest Ohio Orthopedics & Sports Medicine 401(K) Profit Sharing Plan, reported by Northwest Ohio Orthopedics And Sports Medicine, Inc. under EIN 34-1963354 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014092159NAL0026896177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Northwest Ohio Orthopedics And Sports Medicine, Inc.
- EIN
- 34-1963354
- Plan number
- 001
- Location
- Findlay, OH
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,891,158
- Net assets (EOY)
- $18,891,158
- Employer contributions
- $402,017
- Participant contributions
- $831,768
- Total income / additions
- $3,835,253
- Benefits paid
- $1,227,348
- Administrative expenses
- $7,062
- Total expenses
- $1,234,410
- Net increase / (decrease)
- $2,600,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension Innovations Consulting, LLC | THIRD PARTY ADMINISTRATO | $3,150 | $8,642 |
| Empower Annuity Insurance Of Americ | CONTRACT ADMINISTRATOR | $4,902 | not reported in the loaded dataset |