Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan — Form 5500 plan (Syracuse Orthopedic Specialists, Pc)

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, Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan is a benefit plan reported by Syracuse Orthopedic Specialists, Pc under EIN 16-0992982 and plan number 004. The latest loaded filing year is 2023. The filing reports 930 participants and $98,269,774 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Syracuse Orthopedic Specialists, Pc
EIN
16-0992982
Plan number
004
Plan type
2
Location
East Syracuse, NY
Latest filing year
2023
Participants
930
End-of-year plan assets
$98,269,774

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023930H, C20241009145220NAL0019473169001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,269,774
Total liabilities (EOY)
$0
Net assets (EOY)
$98,269,774
Net assets (BOY)
$84,278,577

Income & contributions

Employer contributions
$3,116,349
Participant contributions
$3,689,877
Total contributions
$6,873,274
Total income / additions
$21,033,743

Expenses & distributions

Benefits paid
$6,939,110
Administrative expenses
$78,153
Total expenses
$7,042,546
Net increase / (decrease)
$13,991,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$21,303$02023
Bonadio & Co LlpACCOUNTANT/AUDITOR$13,400not reported in the loaded dataset2023

Related Form 5500 pages