Columbus Orthopaedic Clinic, P. A. 401(K) Plan — Form 5500 plan (Columbus Orthopaedic Clinic, P.A.)

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, Columbus Orthopaedic Clinic, P. A. 401(K) Plan is a benefit plan reported by Columbus Orthopaedic Clinic, P.A. under EIN 64-0934204 and plan number 002. The latest loaded filing year is 2023. The filing reports 158 participants and $11,150,348 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Columbus Orthopaedic Clinic, P.A.
EIN
64-0934204
Plan number
002
Plan type
2
Location
Columbus, MS
Latest filing year
2023
Participants
158
End-of-year plan assets
$11,150,348

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241011110849NAL0010851075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,150,348
Total liabilities (EOY)
$0
Net assets (EOY)
$11,150,348
Net assets (BOY)
$11,234,115

Income & contributions

Employer contributions
$606,462
Participant contributions
$410,202
Total contributions
$1,077,190
Total income / additions
$2,759,316

Expenses & distributions

Benefits paid
$2,745,982
Administrative expenses
$97,101
Total expenses
$2,843,083
Net increase / (decrease)
-$83,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Renasant BankNONE$48,592$02023
Epic Retirement Plan Services, Inc.NONE$4,575$02023

Related Form 5500 pages