Treace Medical Concepts 401(K) Retirement Savings Plan — Form 5500 plan (Treace Medical Concepts 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, Treace Medical Concepts 401(K) Retirement Savings Plan is a benefit plan reported by Treace Medical Concepts Inc under EIN 47-1052611 and plan number 001. The latest loaded filing year is 2023. The filing reports 382 participants and $15,370,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Treace Medical Concepts Inc
- EIN
- 47-1052611
- Plan number
- 001
- Plan type
- 2
- Location
- Ponte Vedra, FL
- Latest filing year
- 2023
- Participants
- 382
- End-of-year plan assets
- $15,370,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 382 | H, C | 20240920115315NAL0004411795001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,370,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,370,649
- Net assets (BOY)
- $6,583,079
Income & contributions
- Employer contributions
- $2,067,322
- Participant contributions
- $4,175,687
- Total contributions
- $7,368,751
- Total income / additions
- $9,561,702
Expenses & distributions
- Benefits paid
- $710,633
- Administrative expenses
- $63,499
- Total expenses
- $774,132
- Net increase / (decrease)
- $8,787,570
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $50,078 | not reported in the loaded dataset | 2023 |
| Sean D Casterline Dba Delta Capital | INVESTMENT ADVISOR | $13,356 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $65 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Treace Medical Concepts Inc
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ponte Vedra, FL
- Paychex, Inc. — Schedule C compensation
- Sean D Casterline Dba Delta Capital — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation