Connecticut Orthopaedic Specialists, Pc 401(K) Plan — Form 5500 plan (Connecticut Orthopaedic Specialists P.C.)
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, Connecticut Orthopaedic Specialists, Pc 401(K) Plan is a benefit plan reported by Connecticut Orthopaedic Specialists P.C. under EIN 06-0855842 and plan number 002. The latest loaded filing year is 2023. The filing reports 750 participants and $101,921,957 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Connecticut Orthopaedic Specialists P.C.
- EIN
- 06-0855842
- Plan number
- 002
- Plan type
- 2
- Location
- Hamden, CT
- Latest filing year
- 2023
- Participants
- 750
- End-of-year plan assets
- $101,921,957
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 750 | H, C | 20241010184612NAL0021629121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $101,921,957
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $101,921,957
- Net assets (BOY)
- $82,560,652
Income & contributions
- Employer contributions
- $3,303,063
- Participant contributions
- $3,348,410
- Total contributions
- $6,948,583
- Total income / additions
- $22,245,417
Expenses & distributions
- Benefits paid
- $2,621,341
- Administrative expenses
- $258,755
- Total expenses
- $2,884,112
- Net increase / (decrease)
- $19,361,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hightower Advisors LLC | INVESTMENT ADVISOR | $86,030 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $37,147 | not reported in the loaded dataset | 2023 |
| Teplitzky & Company Pc | AUDITOR | $0 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Connecticut Orthopaedic Specialists P.C.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Hamden, CT
- Hightower Advisors LLC — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation
- Teplitzky & Company Pc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation