2023 Form 5500 filing — Orthopaedic Specialty Group, P. C. 401(K) Pension 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 20241217090419NAL0002413009001) for Orthopaedic Specialty Group, P. C. 401(K) Pension Plan, reported by Orthopaedic Specialty Group, P.C. under EIN 06-1455612 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241217090419NAL0002413009001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Specialty Group, P.C.
- EIN
- 06-1455612
- Plan number
- 001
- Location
- Fairfield, CT
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,283,492
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,283,492
- Employer contributions
- $1,154,473
- Participant contributions
- $1,160,505
- Total income / additions
- $7,662,090
- Benefits paid
- $5,312,328
- Administrative expenses
- $98,258
- Total expenses
- $5,410,586
- Net increase / (decrease)
- $2,251,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fiducient Advisors LLC | NONE | $43,088 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $43,041 | $0 |
| Fiducient Advisors | NONE | $12,500 | not reported in the loaded dataset |