2023 Form 5500 filing — Athens Orthopedic Clinic, 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 20241014140526NAL0015067955001) for Athens Orthopedic Clinic, P.A. 401(K) Profit Sharing Plan, reported by Athens Orthopedic Clinic, P.A. under EIN 58-1076549 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014140526NAL0015067955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Athens Orthopedic Clinic, P.A.
- EIN
- 58-1076549
- Plan number
- 001
- Location
- Athens, GA
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,173,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,173,683
- Employer contributions
- $1,673,705
- Participant contributions
- $1,184,198
- Total income / additions
- $9,345,898
- Benefits paid
- $2,379,127
- Administrative expenses
- $71,000
- Total expenses
- $2,450,127
- Net increase / (decrease)
- $6,895,771
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER/ INVESTMENT | $28,829 | not reported in the loaded dataset |
| Atlantic Pension Services Inc. | TPA | $23,091 | not reported in the loaded dataset |
| Bates Carter & Co | AUDITOR | $13,500 | not reported in the loaded dataset |
| Mesirow | INVESTMENT ADVISOR | $6,742 | not reported in the loaded dataset |