2023 Form 5500 filing — Spinal Group, Inc. 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 20241213153637NAL0021048800001) for Spinal Group, Inc. 401(K) Plan, reported by Spinal Group LLC under EIN 04-3440041 and plan number 001. It reports 112 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241213153637NAL0021048800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spinal Group LLC
- EIN
- 04-3440041
- Plan number
- 001
- Location
- West Yarmouth, MA
- Participants
- 112
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$172,768
- Benefits paid
- $14,080
- Administrative expenses
- $4,565
- Total expenses
- $18,645
- Net increase / (decrease)
- -$191,413
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $25,430 | $0 |
| Fiondella, Milone & Lasaracina Llp | ACCOUNTANT | $10,500 | $0 |
| Coastal Capital Group, Inc. | INVESTMENT/FINANCIAL ADVI | $8,569 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,468 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |