Resurgens Orthopaedics 401(K) Retirement Plan — Form 5500 plan (Resurgens, P.C.)
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, Resurgens Orthopaedics 401(K) Retirement Plan is a benefit plan reported by Resurgens, P.C. under EIN 58-1661116 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,529 participants and $187,298,869 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Resurgens, P.C.
- EIN
- 58-1661116
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 1,529
- End-of-year plan assets
- $187,298,869
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,529 | H, C | 20250120103659NAL0001351219001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $187,298,869
- Net assets (EOY)
- $187,298,869
- Net assets (BOY)
- $175,456,090
Income & contributions
- Employer contributions
- $6,822,297
- Participant contributions
- $6,007,660
- Total contributions
- $13,647,705
- Total income / additions
- $43,230,551
Expenses & distributions
- Benefits paid
- $31,120,756
- Administrative expenses
- $253,749
- Total expenses
- $31,387,772
- Net increase / (decrease)
- $11,842,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $154,913 | $0 | 2023 |
| Sageview Advisory Group, LLC | CONSULTANT | $28,500 | not reported in the loaded dataset | 2023 |
| G W Henssler & Associates Ltd | ADVISOR | $19,324 | not reported in the loaded dataset | 2023 |
| Global Retirement Partners LLC | CONSULTANT | $15,500 | not reported in the loaded dataset | 2023 |
| Hb Wealth Management LLC | ADVISOR | $11,356 | not reported in the loaded dataset | 2023 |
| Corient Private Wealth LLC | ADVISOR | $9,655 | not reported in the loaded dataset | 2023 |
| Waypoint Wealth Counsel LLC | ADVISOR | $9,169 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,277 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Resurgens, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Transamerica Retirement Solutions — Schedule C compensation
- Sageview Advisory Group, LLC — Schedule C compensation
- G W Henssler & Associates Ltd — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Hb Wealth Management LLC — Schedule C compensation
- Corient Private Wealth LLC — Schedule C compensation
- Waypoint Wealth Counsel LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- National Financial Services — Schedule C compensation