2023 Form 5500 filing — Musculoskeletal Transplant Foundation 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 20241014155753NAL0026647025001) for Musculoskeletal Transplant Foundation 401(K) Profit Sharing Plan, reported by Musculoskeletal Transplant Foundation under EIN 22-2803458 and plan number 001. It reports 1,614 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155753NAL0026647025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Musculoskeletal Transplant Foundation
- EIN
- 22-2803458
- Plan number
- 001
- Location
- Edison, NJ
- Participants
- 1,614
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $210,142,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $210,142,882
- Employer contributions
- $5,583,472
- Participant contributions
- $9,868,365
- Total income / additions
- $45,949,529
- Benefits paid
- $12,523,127
- Administrative expenses
- $295,496
- Total expenses
- $12,818,623
- Net increase / (decrease)
- $33,130,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $295,496 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $80,000 |
| Global Retirement Partners | INVESTMENT ADVISORY | $80,000 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | ACCOUNTANT | $0 | $15,000 |
| Cliftonlarsonallen, Llp | ACCOUNTANT | $15,000 | not reported in the loaded dataset |