Great Lakes Foot And Ankle Institute, Pc 401(K) Profit Sharing Plan — Form 5500 plan (Great Lakes Foot & Ankle Institute, 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, Great Lakes Foot And Ankle Institute, Pc 401(K) Profit Sharing Plan is a benefit plan reported by Great Lakes Foot & Ankle Institute, Pc under EIN 38-2221021 and plan number 003. The latest loaded filing year is 2023. The filing reports 145 participants and $12,392,801 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Great Lakes Foot & Ankle Institute, Pc
EIN
38-2221021
Plan number
003
Plan type
3
Location
Chesterfield, MI
Latest filing year
2023
Participants
145
End-of-year plan assets
$12,392,801

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20250529110051NAL0013999040001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,392,801
Total liabilities (EOY)
$0
Net assets (EOY)
$12,392,801
Net assets (BOY)
$5,258,820

Income & contributions

Employer contributions
$782,979
Participant contributions
$893,089
Total contributions
$1,857,023
Total income / additions
$3,178,003

Expenses & distributions

Benefits paid
$591,954
Administrative expenses
$79,118
Total expenses
$673,307
Net increase / (decrease)
$2,504,696

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideINVESTMENT COMPANY$73,337$1252023
Ameriprise Financial ServicesADVISOR$0$43,9302023
The Benefit AdvantageTPA$6,922$8,0002023

Related Form 5500 pages