2023 Form 5500 filing — U.S. Foot And Ankle Specialists 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 20241015143120NAL0014847043001) for U.S. Foot And Ankle Specialists 401(K) Plan, reported by Foot And Ankle Specialists Of The Mid Atlantic, LLC under EIN 27-3846421 and plan number 001. It reports 769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143120NAL0014847043001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Foot And Ankle Specialists Of The Mid Atlantic, LLC
- EIN
- 27-3846421
- Plan number
- 001
- Location
- Raleigh, NC
- Participants
- 769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,696,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,696,007
- Employer contributions
- $2,208,763
- Participant contributions
- $5,034,350
- Total income / additions
- $17,675,632
- Benefits paid
- $1,939,218
- Administrative expenses
- $149,770
- Total expenses
- $2,088,988
- Net increase / (decrease)
- $15,586,644
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $28,485 | $0 |
| Retirement Planners & Administrator | TPA | $25,225 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,578 | not reported in the loaded dataset |
| Gallagher Benefit Services Inc Dba | INVESTMENT MGMT | $20,000 | not reported in the loaded dataset |