Southern Orthopedic Associates 401(K) Profit Sharing Plan — Form 5500 plan (Southern Orthopedic Associates 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, Southern Orthopedic Associates 401(K) Profit Sharing Plan is a benefit plan reported by Southern Orthopedic Associates Sc under EIN 37-1395805 and plan number 001. The latest loaded filing year is 2023. The filing reports 517 participants and $23,292,612 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Orthopedic Associates Sc
- EIN
- 37-1395805
- Plan number
- 001
- Plan type
- 2
- Location
- Herrin, IL
- Latest filing year
- 2023
- Participants
- 517
- End-of-year plan assets
- $23,292,612
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 517 | H, C | 20241014090050NAL0025776529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,292,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,292,612
- Net assets (BOY)
- $30,469,248
Income & contributions
- Employer contributions
- $612,185
- Participant contributions
- $661,348
- Total contributions
- $1,356,011
- Total income / additions
- $6,521,696
Expenses & distributions
- Benefits paid
- $13,585,517
- Administrative expenses
- $112,815
- Total expenses
- $13,698,332
- Net increase / (decrease)
- -$7,176,636
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,529 | $0 | 2023 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $22,095 | not reported in the loaded dataset | 2023 |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $0 | $9,167 | 2023 |
| Empower Advisory Group, LLC | INVEST MGMT | $4,914 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Orthopedic Associates Sc
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Herrin, IL
- Empower Annuity Insurance Company O — Schedule C compensation
- Wells Fargo Advisors LLC — Schedule C compensation
- Benefit Plans Plus, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation