2023 Form 5500 filing — Des Moines Orthopaedic Surgeons, P.C. 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 20241014221655NAL0055349314001) for Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan, reported by Des Moines Orthopaedic Surgeons, P.C. under EIN 42-0984558 and plan number 002. It reports 377 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)$81.4MReported net assets$81,365,752
Participants377
Provider compensation$104K2 Schedule C row(s)$103,965
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014221655NAL0055349314001
- Plan sponsor
- Des Moines Orthopaedic Surgeons, P.C.
- EIN
- 42-0984558
- Plan number
- 002
- Location
- West Des Moines, IA
- Received date
- not reported in the loaded dataset
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)$81.4M total assets
Net assets$81.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $81,365,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $81,365,752
- Employer contributions
- $2,957,266
- Participant contributions
- $1,894,666
- Total income / additions
- $16,332,277
- Benefits paid
- $7,855,361
- Administrative expenses
- $106,626
- Total expenses
- $7,990,361
- Net increase / (decrease)
- $8,341,916
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $72,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,465 | $0 |