2023 Form 5500 filing — Alabama Orthopaedic Clinic, P.C. 401(K) 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 20250226152131NAL0002021106001) for Alabama Orthopaedic Clinic, P.C. 401(K) Profit Sharing Plan, reported by Alabama Orthopaedic Clinic, P.C. under EIN 63-1174582 and plan number 001. It reports 314 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250226152131NAL0002021106001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alabama Orthopaedic Clinic, P.C.
- EIN
- 63-1174582
- Plan number
- 001
- Location
- Mobile, AL
- Participants
- 314
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,617,824
- Total liabilities (EOY)
- $4,200
- Net assets (EOY)
- $30,613,624
- Employer contributions
- $754,537
- Participant contributions
- $699,470
- Total income / additions
- $4,923,088
- Benefits paid
- $910,431
- Administrative expenses
- $99,532
- Total expenses
- $1,009,963
- Net increase / (decrease)
- $3,913,125
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mitchell Mcleod Pugh & Williams Inc | ADVISOR | $49,663 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $34,358 | $0 |
| Newport Trust Company | TRUSTEE | $7,764 | $0 |
| Regions | FINANCIAL ADVISOR | $7,747 | not reported in the loaded dataset |