Premier Orthopaedics & Sports Medicine, P.L.C. 401(K) Profit Sharing Plan — Form 5500 plan (Premier Orthopaedics & Sports Medicine, P.L.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, Premier Orthopaedics & Sports Medicine, P.L.C. 401(K) Profit Sharing Plan is a benefit plan reported by Premier Orthopaedics & Sports Medicine, P.L.C. under EIN 62-1619606 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $18,605,181 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Premier Orthopaedics & Sports Medicine, P.L.C.
- EIN
- 62-1619606
- Plan number
- 001
- Plan type
- 2
- Location
- Columbus, GA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $18,605,181
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20240930133623NAL0005587953001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,605,181
- Net assets (EOY)
- $18,605,181
- Net assets (BOY)
- $14,874,178
Income & contributions
- Employer contributions
- $802,035
- Participant contributions
- $679,989
- Total contributions
- $1,884,464
- Total income / additions
- $4,475,017
Expenses & distributions
- Benefits paid
- $661,271
- Administrative expenses
- $82,743
- Total expenses
- $744,014
- Net increase / (decrease)
- $3,731,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| A&G Financial Management, LLC | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Robinson Grimes And Company Pc | NONE | $16,690 | not reported in the loaded dataset | 2023 |
| 101 Winners Circle Associates | NONE | $15,259 | not reported in the loaded dataset | 2023 |
| Thoroughbred Financial Serv | NONE | $6,810 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $6,140 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $161 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Premier Orthopaedics & Sports Medicine, P.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Columbus, GA
- A&G Financial Management, LLC — Schedule C compensation
- Robinson Grimes And Company Pc — Schedule C compensation
- 101 Winners Circle Associates — Schedule C compensation
- Thoroughbred Financial Serv — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation