2023 Form 5500 filing — Orthopaedic Associates, P.A. Profit Sharing 401(K) 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 20250501085627NAL0002996641001) for Orthopaedic Associates, P.A. Profit Sharing 401(K) Plan And Trust, reported by Orthopaedic Associates, P.A. under EIN 59-2921954 and plan number 001. It reports 181 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501085627NAL0002996641001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Associates, P.A.
- EIN
- 59-2921954
- Plan number
- 001
- Location
- Fort Walton Beach, FL
- Participants
- 181
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,571,613
- Total liabilities (EOY)
- $4,552
- Net assets (EOY)
- $11,567,061
- Employer contributions
- $668,376
- Participant contributions
- $633,963
- Total income / additions
- $2,952,815
- Benefits paid
- $346,396
- Administrative expenses
- $62,289
- Total expenses
- $408,685
- Net increase / (decrease)
- $2,544,130
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | RECORDKEEPER | $39,474 | $0 |
| Warren Averett Benefit Consultants | TPA | $22,324 | not reported in the loaded dataset |
| Raymond James Financial Servic | INVESTMENT MANAGER | $0 | $17,874 |