2023 Form 5500 filing — Tri-City Orthopaedic Clinic, Psc 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 20241015121733NAL0056069618001) for Tri-City Orthopaedic Clinic, Psc 401(K) Profit Sharing Plan, reported by Tri-City Orthopaedic Clinic, Psc under EIN 91-1866685 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015121733NAL0056069618001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tri-City Orthopaedic Clinic, Psc
- EIN
- 91-1866685
- Plan number
- 001
- Location
- Kennewick, WA
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,719,382
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,719,382
- Employer contributions
- $259,819
- Participant contributions
- $506,085
- Total income / additions
- $2,598,842
- Benefits paid
- $1,278,169
- Administrative expenses
- $42,840
- Total expenses
- $1,327,869
- Net increase / (decrease)
- $1,270,973
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Hfg Trust LLC | INVESTMENT/FINANCIAL ADV | $35,275 | not reported in the loaded dataset |
| Randal & Hurley, Inc | TPA | $6,467 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | DIRECTED TRUSTEE-CUSTODI | $4,922 | not reported in the loaded dataset |