Chattanooga Orthopaedic Group, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Chattanooga Orthopaedic Group 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, Chattanooga Orthopaedic Group, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Chattanooga Orthopaedic Group P.C. under EIN 62-0988417 and plan number 001. The latest loaded filing year is 2023. The filing reports 565 participants and $51,812,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Chattanooga Orthopaedic Group P.C.
- EIN
- 62-0988417
- Plan number
- 001
- Plan type
- 2
- Location
- Chattanooga, TN
- Latest filing year
- 2023
- Participants
- 565
- End-of-year plan assets
- $51,812,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 565 | H, C | 20250516094611NAL0020213217001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,812,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $51,812,951
- Net assets (BOY)
- $40,433,582
Income & contributions
- Employer contributions
- $1,929,532
- Participant contributions
- $1,577,965
- Total contributions
- $3,590,019
- Total income / additions
- $12,746,647
Expenses & distributions
- Benefits paid
- $1,177,975
- Administrative expenses
- $169,843
- Total expenses
- $1,367,278
- Net increase / (decrease)
- $11,379,369
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | OTHER | $88,970 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $60,149 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $13,124 | not reported in the loaded dataset | 2023 |
| Chattanooga Orthopaedic Group Pc | OTHER | $7,600 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Chattanooga Orthopaedic Group P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Chattanooga, TN
- Osaic Wealth Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Chattanooga Orthopaedic Group Pc — Schedule C compensation