2023 Form 5500 filing — Orthopedic Associates Of Dutchess County, Pc 401k Profit Sharing Plan And Trust
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 20250331091433NAL0005434209001) for Orthopedic Associates Of Dutchess County, Pc 401k Profit Sharing Plan And Trust, reported by Orthopedic Associates Of Dutchess County, Pc under EIN 14-1539760 and plan number 002. It reports 263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250331091433NAL0005434209001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Associates Of Dutchess County, Pc
- EIN
- 14-1539760
- Plan number
- 002
- Location
- Poughkeepsie, NY
- Participants
- 263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $1,385,383
- Benefits paid
- $12,722,700
- Administrative expenses
- $8,294
- Total expenses
- $12,730,994
- Net increase / (decrease)
- -$11,345,611
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance | RECORDKEEPER | $14,963 | $0 |
| Securities America | INVESTMENT ADVISOR | $4,085 | $0 |
| Empower Advisory Group | INVESTMENT MGMT | $976 | $0 |
| Heller Pension Consultants | OTHER | $35 | $0 |