Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan — Form 5500 plan (Tuckahoe Orthopaedic Associates, Ltd.)
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, Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan is a benefit plan reported by Tuckahoe Orthopaedic Associates, Ltd. under EIN 54-0949806 and plan number 003. The latest loaded filing year is 2023. The filing reports 142 participants and $39,364,976 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tuckahoe Orthopaedic Associates, Ltd.
- EIN
- 54-0949806
- Plan number
- 003
- Plan type
- 2
- Location
- Henrico, VA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $39,364,976
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241008083806NAL0017294705001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,364,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,364,976
- Net assets (BOY)
- $31,640,343
Income & contributions
- Employer contributions
- $731,306
- Participant contributions
- $509,856
- Total contributions
- $1,241,297
- Total income / additions
- $8,397,970
Expenses & distributions
- Benefits paid
- $658,504
- Administrative expenses
- $14,833
- Total expenses
- $673,337
- Net increase / (decrease)
- $7,724,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $9,298 | not reported in the loaded dataset | 2023 |
| The Capital Management Corp | ADVISOR | $3,635 | not reported in the loaded dataset | 2023 |
| Tuckahoe Orthopedic Associates, Ltd | OTHER | $1,181 | 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 Tuckahoe Orthopaedic Associates, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Henrico, VA
- Onedigital Investment Advisors LLC — Schedule C compensation
- The Capital Management Corp — Schedule C compensation
- Tuckahoe Orthopedic Associates, Ltd — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation