2023 Form 5500 filing — Concord Orthopaedics Professional Association 401(K) Profit Sharing 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 20250509152150NAL0010034259001) for Concord Orthopaedics Professional Association 401(K) Profit Sharing Plan And Trust, reported by Concord Orthopaedics Professional Association under EIN 02-0314423 and plan number 001. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250509152150NAL0010034259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Concord Orthopaedics Professional Association
- EIN
- 02-0314423
- Plan number
- 001
- Location
- Concord, NH
- Participants
- 264
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $74,403,611
- Net assets (EOY)
- $74,403,611
- Employer contributions
- $1,932,632
- Participant contributions
- $1,163,746
- Total income / additions
- $14,159,862
- Benefits paid
- $6,596,936
- Administrative expenses
- $919
- Total expenses
- $6,608,891
- Net increase / (decrease)
- $7,550,971
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $2,904 | $0 |
| Nbt Bank Dba Third Party Administra | CONTRACT ADMIN | $1,901 | $0 |
| Empower Financial Services | not reported in the loaded dataset | $650 | $0 |
| Empower Financial Services | not reported in the loaded dataset | $0 | $0 |