Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Houston Orthopaedic Surgery & Sport Medicine, 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, Houston Orthopaedic Surgery & Sports Medicine, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Houston Orthopaedic Surgery & Sport Medicine, P.C. under EIN 58-2394003 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $17,874,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Houston Orthopaedic Surgery & Sport Medicine, P.C.
- EIN
- 58-2394003
- Plan number
- 001
- Plan type
- 2
- Location
- Warner Robins, GA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $17,874,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20240625101323NAL0015206258001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,874,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,874,400
- Net assets (BOY)
- $16,704,682
Income & contributions
- Employer contributions
- $566,963
- Participant contributions
- $442,885
- Total contributions
- $1,010,184
- Total income / additions
- $4,027,155
Expenses & distributions
- Benefits paid
- $2,777,456
- Administrative expenses
- $79,981
- Total expenses
- $2,857,437
- Net increase / (decrease)
- $1,169,718
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $47,586 | $0 | 2023 |
| Resources Investment Advisors. | NONE | $24,803 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors | NONE | $5,627 | not reported in the loaded dataset | 2023 |
| Nextcapital Group, Inc. | NONE | $1,965 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Houston Orthopaedic Surgery & Sport Medicine, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Warner Robins, GA
- Ascensus LLC — Schedule C compensation
- Resources Investment Advisors. — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation
- Nextcapital Group, Inc. — Schedule C compensation