2023 Form 5500 filing — Specialty Orthopedic Group Of Ms, LLC 401(K) 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 20241015115855NAL0029502097001) for Specialty Orthopedic Group Of Ms, LLC 401(K) Plan, reported by Specialty Orthopedic Group Of Ms, LLC under EIN 47-4372269 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015115855NAL0029502097001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Specialty Orthopedic Group Of Ms, LLC
- EIN
- 47-4372269
- Plan number
- 001
- Location
- Tupelo, MS
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,552,808
- Net assets (EOY)
- $5,552,808
- Employer contributions
- $339,703
- Participant contributions
- $523,266
- Total income / additions
- $1,522,289
- Benefits paid
- $286,636
- Administrative expenses
- $60,234
- Total expenses
- $346,870
- Net increase / (decrease)
- $1,175,419
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bankplus Wealth Management | NONE | $37,617 | not reported in the loaded dataset |
| Epic Retirement Services | NONE | $21,779 | $0 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $837 | $0 |