Tallahassee Orthopedic Clinic Iii P.L. 401(K) Profit Sharing Plan — Form 5500 plan (Tallahassee Orthopedic Clinic Iii P.L.)
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, Tallahassee Orthopedic Clinic Iii P.L. 401(K) Profit Sharing Plan is a benefit plan reported by Tallahassee Orthopedic Clinic Iii P.L. under EIN 59-3598056 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tallahassee Orthopedic Clinic Iii P.L.
- EIN
- 59-3598056
- Plan number
- 001
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 514
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 514 | H, C | 20240808083054NAL0004708129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $48,998,316
Income & contributions
- Employer contributions
- $997,784
- Participant contributions
- $866,718
- Total contributions
- $1,882,516
- Total income / additions
- $7,399,778
Expenses & distributions
- Benefits paid
- $56,192,198
- Administrative expenses
- $205,896
- Total expenses
- $56,398,094
- Net increase / (decrease)
- -$48,998,316
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $157,677 | $0 | 2023 |
| Latitude Service Company Inc | CONTRACT ADMIN | $88,192 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISOR | $0 | $50,546 | 2023 |
| Leafhouse Financial Advisor LLC | INVESTMENT ADVISOR | $13,552 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tallahassee Orthopedic Clinic Iii P.L.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Latitude Service Company Inc — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Leafhouse Financial Advisor LLC — Schedule C compensation