2023 Form 5500 filing — Watauga Orthopaedics, Plc 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 20241015115529NAL0016287747001) for Watauga Orthopaedics, Plc 401(K) Profit Sharing Plan, reported by Watauga Orthopaedics, Plc under EIN 62-1586264 and plan number 002. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115529NAL0016287747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Watauga Orthopaedics, Plc
- EIN
- 62-1586264
- Plan number
- 002
- Location
- Johnson City, TN
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,339,362
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,339,362
- Employer contributions
- $1,399,118
- Participant contributions
- $1,086,115
- Total income / additions
- $6,809,392
- Benefits paid
- $2,670,289
- Administrative expenses
- $57,680
- Total expenses
- $2,727,969
- Net increase / (decrease)
- $4,081,423
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Purshe Kaplan Sterling Inv | ADVISOR | $55,911 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $1,769 | $0 |