2023 Form 5500 filing — Columbia Orthopaedic Group Profit Sharing Plan And Trust
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 20241015140736NAL0056569106001) for Columbia Orthopaedic Group Profit Sharing Plan And Trust, reported by Columbia Orthopaedic Group Llp under EIN 43-1427548 and plan number 001. It reports 227 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015140736NAL0056569106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Columbia Orthopaedic Group Llp
- EIN
- 43-1427548
- Plan number
- 001
- Location
- Columbia, MO
- Participants
- 227
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,362,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,362,103
- Employer contributions
- $1,353,555
- Participant contributions
- $1,000,482
- Total income / additions
- $9,573,581
- Benefits paid
- $2,255,950
- Administrative expenses
- $152,336
- Total expenses
- $2,408,286
- Net increase / (decrease)
- $7,165,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Central Trust Company | NONE | $55,873 | not reported in the loaded dataset |
| Charles Schwab | NONE | $40,836 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $17,860 | $0 |
| Northwestern Mutual Investment Serv | NONE | $12,647 | $0 |
| Cetera | NONE | $11,514 | not reported in the loaded dataset |