Michigan Orthopaedic Surgeons, Pllc 401(K) Plan — Form 5500 plan (Michigan Orthopaedic Surgeons, Pllc)

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, Michigan Orthopaedic Surgeons, Pllc 401(K) Plan is a benefit plan reported by Michigan Orthopaedic Surgeons, Pllc under EIN 45-2118278 and plan number 001. The latest loaded filing year is 2023. The filing reports 420 participants and $38,809,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Michigan Orthopaedic Surgeons, Pllc
EIN
45-2118278
Plan number
001
Plan type
2
Location
Southfield, MI
Latest filing year
2023
Participants
420
End-of-year plan assets
$38,809,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023420H, C20241008115642NAL0009613955001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$38,809,202
Total liabilities (EOY)
$0
Net assets (EOY)
$38,809,202
Net assets (BOY)
$34,913,473

Income & contributions

Employer contributions
$2,473,548
Participant contributions
$1,960,013
Total contributions
$4,610,749
Total income / additions
$10,200,018

Expenses & distributions

Benefits paid
$6,187,950
Administrative expenses
$113,685
Total expenses
$6,304,289
Net increase / (decrease)
$3,895,729

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sentinel Benefits Group, Inc.TPA$54,520not reported in the loaded dataset2023
Schwartz & Co.ADVISOR$43,532not reported in the loaded dataset2023
Charles Schwab Trust BankCUSTODIAN$15,633not reported in the loaded dataset2023

Related Form 5500 pages