2023 Form 5500 filing — Palm Beach Orthopaedic Institute, P.A. 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 20250430143321NAL0001350771001) for Palm Beach Orthopaedic Institute, P.A. 401(K) Plan, reported by Palm Beach Orthopaedic Institute, P.A. under EIN 65-0327403 and plan number 001. It reports 109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430143321NAL0001350771001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Palm Beach Orthopaedic Institute, P.A.
- EIN
- 65-0327403
- Plan number
- 001
- Location
- Palm Beach Gardens, FL
- Participants
- 109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,979,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,979,555
- Employer contributions
- $1,022,477
- Participant contributions
- $451,880
- Total income / additions
- $4,853,340
- Benefits paid
- $959,123
- Administrative expenses
- $66,000
- Total expenses
- $1,031,375
- Net increase / (decrease)
- $3,821,965
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Provenance Wealth Advisors, LLC | ADVISOR | $42,423 | not reported in the loaded dataset |
| John Hancock | RECORDKEEPER | $22,037 | not reported in the loaded dataset |
| N.A. Falcone & Associates, Inc. | TPA | $5,091 | not reported in the loaded dataset |