South Florida Orthopaedics & Sports Medicine 401(K) Plan — Form 5500 plan (South Florida Orthopaedics & Sports Medicine)
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, South Florida Orthopaedics & Sports Medicine 401(K) Plan is a benefit plan reported by South Florida Orthopaedics & Sports Medicine under EIN 65-0311858 and plan number 001. The latest loaded filing year is 2023. The filing reports 233 participants and $21,078,553 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Florida Orthopaedics & Sports Medicine
- EIN
- 65-0311858
- Plan number
- 001
- Plan type
- 2
- Location
- Stuart, FL
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $21,078,553
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241118102343NAL0000781859001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,078,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,078,553
- Net assets (BOY)
- $16,795,645
Income & contributions
- Employer contributions
- $448,407
- Participant contributions
- $861,571
- Total contributions
- $1,674,874
- Total income / additions
- $5,081,336
Expenses & distributions
- Benefits paid
- $681,916
- Administrative expenses
- $107,058
- Total expenses
- $798,428
- Net increase / (decrease)
- $4,282,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $304 | $0 | 2023 |