2023 Form 5500 filing — Access 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 20241023152853NAL0004240049001) for Access 401(K) Plan, reported by Access Sports Medicine & Orthopaedics, P.A. under EIN 02-0336308 and plan number 002. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241023152853NAL0004240049001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Access Sports Medicine & Orthopaedics, P.A.
- EIN
- 02-0336308
- Plan number
- 002
- Location
- Exeter, NH
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,616,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,616,198
- Employer contributions
- $165,392
- Participant contributions
- $308,054
- Total income / additions
- $3,218,233
- Benefits paid
- $482,464
- Administrative expenses
- $54,283
- Total expenses
- $536,747
- Net increase / (decrease)
- $2,681,486
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT MANAGER | $34,777 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $11,506 | $0 |
| Stephen Eldridge & Company | CONTRACT ADMIN | $8,000 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | BROKERAGE SVCS | $0 | $0 |
| Td Ameritrade | BROKERAGE SVCS | $0 | $0 |