2023 Form 5500 filing — Tri-State Orthopaedics And Sports Medicine Inc. 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 20241015080458NAL0014223251001) for Tri-State Orthopaedics And Sports Medicine Inc. 401(K) Profit Sharing Plan, reported by Tri-State Orthopaedics And Sports Medicine Inc. under EIN 25-1356849 and plan number 002. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080458NAL0014223251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-State Orthopaedics And Sports Medicine Inc.
- EIN
- 25-1356849
- Plan number
- 002
- Location
- Pittsburgh, PA
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,417,319
- Total liabilities (EOY)
- $4,467
- Net assets (EOY)
- $31,412,852
- Employer contributions
- $256,612
- Participant contributions
- $462,265
- Total income / additions
- $6,034,600
- Benefits paid
- $4,877,433
- Administrative expenses
- $49,455
- Total expenses
- $4,926,888
- Net increase / (decrease)
- $1,107,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services, LLC | RECORDKEEPER | $33,350 | not reported in the loaded dataset |
| Strategic Wealth Management Group, | INVESTMENT ADVISOR | $16,500 | not reported in the loaded dataset |