2023 Form 5500 filing — Tennessee Orthopaedic Alliance 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 20241015170319NAL0030432465001) for Tennessee Orthopaedic Alliance 401(K) & Profit Sharing Plan, reported by Tennessee Orthopaedic Alliance, P.A. under EIN 62-0862316 and plan number 003. It reports 1,662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015170319NAL0030432465001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tennessee Orthopaedic Alliance, P.A.
- EIN
- 62-0862316
- Plan number
- 003
- Location
- Nashville, TN
- Participants
- 1,662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $207,234,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,234,631
- Employer contributions
- $9,527,087
- Participant contributions
- $6,642,754
- Total income / additions
- $52,411,641
- Benefits paid
- $16,983,947
- Administrative expenses
- $556,295
- Total expenses
- $17,540,242
- Net increase / (decrease)
- $34,871,399
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $253,543 | $0 |
| Nwps | NONE | $104,386 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $60,372 | $0 |
| Northwestern Mutual | NONE | $37,192 | $0 |
| Fidelity Investments | NONE | $24,061 | $0 |
| Robert W. Baird | NONE | $22,020 | $0 |
| Charles Schwab | NONE | $19,149 | $0 |
| Merrill Lynch | NONE | $18,842 | $0 |
| Ubs Financial Services | NONE | $8,345 | $0 |
| Pershing LLC | NONE | $8,085 | $0 |