Spinal Group, Inc. 401(K) Plan — Form 5500 plan (Spinal Group, Inc.)

Plain-English plan 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, Spinal Group, Inc. 401(K) Plan is a benefit plan reported by Spinal Group, Inc. under EIN 04-3440041 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $11,887,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Spinal Group, Inc.
EIN
04-3440041
Plan number
001
Plan type
2
Location
West Yarmouth, MA
Latest filing year
2023
Participants
123
End-of-year plan assets
$11,887,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123H, C20241003054034NAL0016288160001
2023112H, C20241213153637NAL0021048800001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,887,351

Income & contributions

Total contributions
$0
Total income / additions
-$172,768

Expenses & distributions

Benefits paid
$14,080
Administrative expenses
$4,565
Total expenses
$18,645
Net increase / (decrease)
-$191,413

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors, Inc.CONSULTANT$25,430$02023
Fiondella, Milone & Lasaracina LlpACCOUNTANT$10,500$02023
Coastal Capital Group, Inc.INVESTMENT/FINANCIAL ADVI$8,569$02023
Adp, Inc.RECORD KEEPER$2,468$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages