Precision Spine 401k Plan — Form 5500 plan (Precision Spine Inc.)
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, Precision Spine 401k Plan is a benefit plan reported by Precision Spine Inc. under EIN 45-5079087 and plan number 005. The latest loaded filing year is 2023. The filing reports 144 participants and $8,997,999 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Precision Spine Inc.
- EIN
- 45-5079087
- Plan number
- 005
- Plan type
- 2
- Location
- Pearl, MS
- Latest filing year
- 2023
- Participants
- 144
- End-of-year plan assets
- $8,997,999
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 144 | H, C | 20241003134431NAL0010625777001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,997,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,997,999
- Net assets (BOY)
- $7,605,048
Income & contributions
- Employer contributions
- $325,786
- Participant contributions
- $618,622
- Total contributions
- $944,408
- Total income / additions
- $2,269,527
Expenses & distributions
- Benefits paid
- $846,979
- Administrative expenses
- $29,597
- Total expenses
- $876,576
- Net increase / (decrease)
- $1,392,951
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| American United Life Insurance Co | NONE | $4,294 | $23,451 | 2023 |
| Guaranty Private Wealth LLC | NONE | $27,703 | not reported in the loaded dataset | 2023 |