2023 Form 5500 filing — Southeast Orthopedic Specialists 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 20250501182953NAL0003554625001) for Southeast Orthopedic Specialists 401(K) Plan And Trust, reported by Southeast Orthopedic Specialists, LLC under EIN 59-3696338 and plan number 002. It reports 350 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501182953NAL0003554625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southeast Orthopedic Specialists, LLC
- EIN
- 59-3696338
- Plan number
- 002
- Location
- Jacksonville, FL
- Participants
- 350
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,697,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,697,256
- Employer contributions
- $531,685
- Participant contributions
- $1,320,706
- Total income / additions
- $4,763,647
- Benefits paid
- $674,768
- Administrative expenses
- $60,428
- Total expenses
- $735,196
- Net increase / (decrease)
- $4,028,451
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT PROVIDER | $27,008 | not reported in the loaded dataset |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $0 | $8,314 |
| Independent Financial Partners | SERVICE PROVIDER | $8,151 | not reported in the loaded dataset |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 |