2023 Form 5500 filing — Myorthos 401(K) 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 20241014121649NAL0027244545001) for Myorthos 401(K) Plan, reported by Myorthos Holdings, LLC under EIN 84-4014676 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014121649NAL0027244545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Myorthos Holdings, LLC
- EIN
- 84-4014676
- Plan number
- 001
- Location
- Wakefield, MA
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,687,732
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,687,732
- Employer contributions
- $1,256,430
- Participant contributions
- $2,768,791
- Total income / additions
- $7,535,765
- Benefits paid
- $2,315,757
- Administrative expenses
- $82,068
- Total expenses
- $2,397,825
- Net increase / (decrease)
- $5,137,940
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group | RECORDKEEPER | $28,601 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Timescale Financial | INVESTMENT ADVISOR | $16,044 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $13,626 | $0 |
| Resources Investment Advisors LLC | ADVISOR | $6,797 | not reported in the loaded dataset |