2023 Form 5500 filing — Southlake Orthopaedics Sports Medicine & Spine Center 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 20241021111402NAL0002351312001) for Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, reported by Southlake Orthopaedics Sports Medicine & Spine Center, P.C. under EIN 72-1353855 and plan number 001. It reports 104 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241021111402NAL0002351312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southlake Orthopaedics Sports Medicine & Spine Center, P.C.
- EIN
- 72-1353855
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 104
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,424,017
- Net assets (EOY)
- $15,424,017
- Employer contributions
- $814,358
- Participant contributions
- $522,112
- Total income / additions
- $3,012,462
- Benefits paid
- $1,332,883
- Administrative expenses
- $47,373
- Total expenses
- $1,380,256
- Net increase / (decrease)
- $1,632,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insruance Company | CONTRACT ADMINISTRATOR | $24,355 | $0 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,986 | $14 |
| Pearce Bevill Leesburg Moore Pc | CONTRACT ADMINISTRATOR | $1,025 | $4,458 |