2023 Form 5500 filing — Tidewater Orthopaedic Associates, Inc 401k 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 20241015093357NAL0055382658001) for Tidewater Orthopaedic Associates, Inc 401k Profit Sharing Plan, reported by Tidewater Orthopaedic Associates, Inc under EIN 54-1001793 and plan number 002. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093357NAL0055382658001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tidewater Orthopaedic Associates, Inc
- EIN
- 54-1001793
- Plan number
- 002
- Location
- Hampton, VA
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,265,862
- Total liabilities (EOY)
- $127
- Net assets (EOY)
- $14,265,735
- Employer contributions
- $537,991
- Participant contributions
- $342,934
- Total income / additions
- $3,528,730
- Benefits paid
- $377,825
- Administrative expenses
- $29,532
- Total expenses
- $407,357
- Net increase / (decrease)
- $3,121,373
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | RECORD KEEPER | $2,340 | not reported in the loaded dataset |
| Dunbar, Bender & Zapf, Inc. | SERVICE PROVIDER - TPA | $1,550 | not reported in the loaded dataset |
| Ascensus LLC | RECORD KEEPER | $2 | not reported in the loaded dataset |