Athens Orthopedic Clinic, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Athens Orthopedic Clinic, P.A.)
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, Athens Orthopedic Clinic, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Athens Orthopedic Clinic, P.A. under EIN 58-1076549 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $45,173,683 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Athens Orthopedic Clinic, P.A.
- EIN
- 58-1076549
- Plan number
- 001
- Plan type
- 2
- Location
- Athens, GA
- Latest filing year
- 2023
- Participants
- 456
- End-of-year plan assets
- $45,173,683
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 456 | H, C | 20241014140526NAL0015067955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,173,683
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,173,683
- Net assets (BOY)
- $38,277,912
Income & contributions
- Employer contributions
- $1,673,705
- Participant contributions
- $1,184,198
- Total contributions
- $2,986,301
- Total income / additions
- $9,345,898
Expenses & distributions
- Benefits paid
- $2,379,127
- Administrative expenses
- $71,000
- Total expenses
- $2,450,127
- Net increase / (decrease)
- $6,895,771
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | RECORDKEEPER/ INVESTMENT | $28,829 | not reported in the loaded dataset | 2023 |
| Atlantic Pension Services Inc. | TPA | $23,091 | not reported in the loaded dataset | 2023 |
| Bates Carter & Co | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
| Mesirow | INVESTMENT ADVISOR | $6,742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Athens Orthopedic Clinic, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Athens, GA
- The Vanguard Group, Inc. — Schedule C compensation
- Atlantic Pension Services Inc. — Schedule C compensation
- Bates Carter & Co — Schedule C compensation
- Mesirow — Schedule C compensation