2023 Form 5500 filing — Orthopedic Specialists Of Sw Florida, P.A. 401(K) Profit Sharing 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 20250501183002NAL0003638497001) for Orthopedic Specialists Of Sw Florida, P.A. 401(K) Profit Sharing Plan, reported by Orthopedic Specialists Of Sw Florida, P.A. under EIN 65-1011457 and plan number 001. It reports 189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501183002NAL0003638497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Specialists Of Sw Florida, P.A.
- EIN
- 65-1011457
- Plan number
- 001
- Location
- Ft Myers, FL
- Participants
- 189
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,200,677
- Net assets (EOY)
- $30,200,677
- Employer contributions
- $1,098,262
- Participant contributions
- $818,686
- Total income / additions
- $5,797,430
- Benefits paid
- $239,317
- Administrative expenses
- $215,332
- Total expenses
- $454,649
- Net increase / (decrease)
- $5,342,781
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $49,378 | $0 |
| M Holdings Securities, Inc. | INVESTMENT ADVISORY | $0 | $24,666 |
| Nationwide | not reported in the loaded dataset | $0 | $10,750 |
| Iron-Co-Fid--Traditional | INVESTMENT ADVISORY | $10,004 | $0 |
| Ppa/Tpa | INVESTMENT ADVISORY | $5,002 | $0 |
| Nationwide | INVESTMENT ADVISORY | $0 | $951 |