2023 Form 5500 filing — The Center For Bone And Joint Disease, P.A. 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 20241015112817NAL0014487795001) for The Center For Bone And Joint Disease, P.A. Profit Sharing Plan, reported by The Center For Bone And Joint Disease, P.A. under EIN 59-1559073 and plan number 004. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112817NAL0014487795001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Center For Bone And Joint Disease, P.A.
- EIN
- 59-1559073
- Plan number
- 004
- Location
- Hudson, FL
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,991,867
- Total liabilities (EOY)
- $645
- Net assets (EOY)
- $12,991,222
- Employer contributions
- $479,912
- Participant contributions
- $604,885
- Total income / additions
- $2,814,402
- Benefits paid
- $322,910
- Administrative expenses
- $20,990
- Total expenses
- $343,900
- Net increase / (decrease)
- $2,470,502
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Consulting Services, Inc | INVESTMENT ADVISOR | $20,990 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | CUSTODIAN | $660 | $0 |