Alabama Orthopaedic Clinic, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Alabama Orthopaedic Clinic, 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, Alabama Orthopaedic Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Alabama Orthopaedic Clinic, P.C. under EIN 63-1174582 and plan number 001. The latest loaded filing year is 2023. The filing reports 314 participants and $30,617,824 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alabama Orthopaedic Clinic, P.C.
- EIN
- 63-1174582
- Plan number
- 001
- Plan type
- 2
- Location
- Mobile, AL
- Latest filing year
- 2023
- Participants
- 314
- End-of-year plan assets
- $30,617,824
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 314 | H, C | 20250226152131NAL0002021106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,617,824
- Total liabilities (EOY)
- $4,200
- Net assets (EOY)
- $30,613,624
- Net assets (BOY)
- $26,700,499
Income & contributions
- Employer contributions
- $754,537
- Participant contributions
- $699,470
- Total contributions
- $2,004,196
- Total income / additions
- $4,923,088
Expenses & distributions
- Benefits paid
- $910,431
- Administrative expenses
- $99,532
- Total expenses
- $1,009,963
- Net increase / (decrease)
- $3,913,125
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mitchell Mcleod Pugh & Williams Inc | ADVISOR | $49,663 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $34,358 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $7,764 | $0 | 2023 |
| Regions | FINANCIAL ADVISOR | $7,747 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alabama Orthopaedic Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Mobile, AL
- Mitchell Mcleod Pugh & Williams Inc — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Regions — Schedule C compensation