Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401k Plan — Form 5500 plan (Orthopedic & Sports Medicine Specialists Of Green Bay Sc)
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, Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401k Plan is a benefit plan reported by Orthopedic & Sports Medicine Specialists Of Green Bay Sc under EIN 26-1132759 and plan number 001. The latest loaded filing year is 2023. The filing reports 165 participants and $27,521,009 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic & Sports Medicine Specialists Of Green Bay Sc
- EIN
- 26-1132759
- Plan number
- 001
- Plan type
- 2
- Location
- Green Bay, WI
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $27,521,009
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20240918125207NAL0002585699001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,521,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,521,009
- Net assets (BOY)
- $24,398,408
Income & contributions
- Employer contributions
- $1,184,138
- Participant contributions
- $1,068,605
- Total contributions
- $3,649,752
- Total income / additions
- $7,341,649
Expenses & distributions
- Benefits paid
- $4,142,589
- Administrative expenses
- $76,459
- Total expenses
- $4,219,048
- Net increase / (decrease)
- $3,122,601
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGEMENT | $49,067 | not reported in the loaded dataset | 2023 |
| Pension Inc | THIRD PARTY ADMINISTRATO | $20,060 | not reported in the loaded dataset | 2023 |