2023 Form 5500 filing — Bouldercentre For Orthopedics, P.C. 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 20241015102621NAL0055569186001) for Bouldercentre For Orthopedics, P.C. Profit Sharing Plan, reported by Bouldercentre For Orthopedics, P.C. under EIN 84-0614901 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
- 20241015102621NAL0055569186001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bouldercentre For Orthopedics, P.C.
- EIN
- 84-0614901
- Plan number
- 002
- Location
- Boulder, CO
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,718,808
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,718,808
- Employer contributions
- $466,288
- Participant contributions
- $774,196
- Total income / additions
- $2,806,329
- Benefits paid
- $517,034
- Administrative expenses
- $66,372
- Total expenses
- $583,406
- Net increase / (decrease)
- $2,222,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $31,972 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $14,068 |
| Ascensus Holdings | CONTRACT ADMIN | $5,395 | not reported in the loaded dataset |
| Empower Advisory Group | INVESTMENT MGMT | $5,304 | not reported in the loaded dataset |
| Morgan Stanley | ADVISER | $0 | $428 |