2023 Form 5500 filing — Midstate Ortho 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 20241015125823NAL0028496177001) for Midstate Ortho 401(K) Plan, reported by Midstate Orthopaedic & Sports Medicine Center, Inc. under EIN 72-1310991 and plan number 002. It reports 185 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015125823NAL0028496177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Midstate Orthopaedic & Sports Medicine Center, Inc.
- EIN
- 72-1310991
- Plan number
- 002
- Location
- Alexandria, LA
- Participants
- 185
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46
- Employer contributions
- $135,602
- Participant contributions
- $223,111
- Total income / additions
- $963,530
- Benefits paid
- $8,547,331
- Administrative expenses
- $58,680
- Total expenses
- $8,660,684
- Net increase / (decrease)
- -$7,697,154
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Haslauer Group, Inc. | TPA | $18,665 | $3,384 |
| Independent Financial Partners | INVESTMENT ADVISOR | $16,919 | not reported in the loaded dataset |
| Cook, Martin & Poulson, Pc | AUDITOR | $15,823 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,259 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1 | not reported in the loaded dataset |