2023 Form 5500 filing — Orthopedic Health Of Kansas City P.C. Profit Sharing 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 20250412133323NAL0038620592001) for Orthopedic Health Of Kansas City P.C. Profit Sharing 401(K) Plan, reported by Orthopedic Health Of Kansas City Pc under EIN 43-0948214 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250412133323NAL0038620592001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Health Of Kansas City Pc
- EIN
- 43-0948214
- Plan number
- 001
- Location
- North Kansas City, MO
- Participants
- 139
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,760,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,760,877
- Employer contributions
- $942,313
- Participant contributions
- $589,382
- Total income / additions
- $3,315,623
- Benefits paid
- $765,813
- Administrative expenses
- $46,845
- Total expenses
- $812,658
- Net increase / (decrease)
- $2,502,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Steffesd Financila Ltd | ADVISOR | $24,573 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $22,272 | $0 |