Macon Orthopedic & Hand Center, Pa 401(K) Profit Sharing Plan — Form 5500 plan (Macon Orthopaedic & Hand Center, Pa)

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, Macon Orthopedic & Hand Center, Pa 401(K) Profit Sharing Plan is a benefit plan reported by Macon Orthopaedic & Hand Center, Pa under EIN 58-1334402 and plan number 001. The latest loaded filing year is 2023. The filing reports 495 participants and $43,618,705 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Macon Orthopaedic & Hand Center, Pa
EIN
58-1334402
Plan number
001
Plan type
2
Location
Macon, GA
Latest filing year
2023
Participants
495
End-of-year plan assets
$43,618,705

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023495H, C20241014090839NAL0043943952001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,618,705
Total liabilities (EOY)
$0
Net assets (EOY)
$43,618,705
Net assets (BOY)
$38,492,977

Income & contributions

Employer contributions
$1,629,436
Participant contributions
$1,391,644
Total contributions
$3,326,302
Total income / additions
$8,967,505

Expenses & distributions

Benefits paid
$3,619,166
Administrative expenses
$222,611
Total expenses
$3,841,777
Net increase / (decrease)
$5,125,728

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Synovus Securities IncADVISOR$29,789not reported in the loaded dataset2023
John Hancock Life Ins Company(Usa)RECORDKEEPER$9,818not reported in the loaded dataset2023

Related Form 5500 pages