2023 Form 5500 filing — Orthopaedic Solutions Management 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 20241112145355NAL0026575984001) for Orthopaedic Solutions Management 401(K) Plan, reported by Orthopaedic Solutions Management, LLC under EIN 59-2929608 and plan number 001. It reports 1,582 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241112145355NAL0026575984001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Orthopaedic Solutions Management, LLC
- EIN
- 59-2929608
- Plan number
- 001
- Location
- Temple Terrace, FL
- Participants
- 1,582
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,856,771
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,856,771
- Employer contributions
- $5,046,845
- Participant contributions
- $7,534,820
- Total income / additions
- $34,052,594
- Benefits paid
- $4,473,661
- Administrative expenses
- $84,035
- Total expenses
- $4,557,696
- Net increase / (decrease)
- $29,494,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Bks Retirement Services | NONE | $42,250 | not reported in the loaded dataset |
| T Rowe Price Rps Inc | NONE | $29,831 | $40 |
| Deloitte Tax Llp | NONE | $11,655 | not reported in the loaded dataset |