2023 Form 5500 filing — South Bend Orthopaedic Associates 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 20241015203603NAL0017190355001) for South Bend Orthopaedic Associates 401(K) Plan, reported by Ascendant Orthopaedic Alliance under EIN 81-4710676 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015203603NAL0017190355001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ascendant Orthopaedic Alliance
- EIN
- 81-4710676
- Plan number
- 001
- Location
- South Bend, IN
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,159,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,159,168
- Employer contributions
- $105,262
- Participant contributions
- $543,854
- Total income / additions
- $3,740,989
- Benefits paid
- $30,861,050
- Administrative expenses
- $127,908
- Total expenses
- $30,988,958
- Net increase / (decrease)
- -$27,247,969
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Inc. | NONE | $56,181 | not reported in the loaded dataset |
| Tpp Retirement Plan Specialists LLC | NONE | $54,050 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $17,678 | not reported in the loaded dataset |