2023 Form 5500 filing — Us Orthopaedic Partners 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 20250501082350NAL0006361778001) for Us Orthopaedic Partners 401(K) Plan, reported by Usop, LLC under EIN 85-2924718 and plan number 001. It reports 1,162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$88.1MReported net assets$88,126,216
Participants1.2K1,162
Provider compensation$184.4K5 Schedule C row(s)$184,387
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250501082350NAL0006361778001
- Plan sponsor
- Usop, LLC
- EIN
- 85-2924718
- Plan number
- 001
- Location
- Alpharetta, GA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$88.1M total assets
Net assets$88.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $88,126,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,126,216
- Employer contributions
- $3,902,977
- Participant contributions
- $5,712,586
- Total income / additions
- $26,483,623
- Benefits paid
- $5,253,814
- Administrative expenses
- $147,227
- Total expenses
- $5,409,991
- Net increase / (decrease)
- $21,073,632
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Magnolia Capital Advisors LLC | INVESTMENT ADVISOR | $156,621 | not reported in the loaded dataset |
| Hub International Midwest Ltd | CONTRACT ADMIN. | $14,930 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $2,826 | not reported in the loaded dataset |
| Gwfs Equities Inc | RECORDKEEPER AFFILIATE | $10 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |