Palm Beach Orthopaedic Institute, P.A. 401(K) Plan — Form 5500 plan (Palm Beach Orthopaedic Institute, 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, Palm Beach Orthopaedic Institute, P.A. 401(K) Plan is a benefit plan reported by Palm Beach Orthopaedic Institute, P.A. under EIN 65-0327403 and plan number 001. The latest loaded filing year is 2023. The filing reports 109 participants and $20,979,555 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Palm Beach Orthopaedic Institute, P.A.
- EIN
- 65-0327403
- Plan number
- 001
- Plan type
- 2
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 109
- End-of-year plan assets
- $20,979,555
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 109 | H, C | 20250430143321NAL0001350771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,979,555
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,979,555
- Net assets (BOY)
- $17,157,590
Income & contributions
- Employer contributions
- $1,022,477
- Participant contributions
- $451,880
- Total contributions
- $1,600,717
- Total income / additions
- $4,853,340
Expenses & distributions
- Benefits paid
- $959,123
- Administrative expenses
- $66,000
- Total expenses
- $1,031,375
- Net increase / (decrease)
- $3,821,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Provenance Wealth Advisors, LLC | ADVISOR | $42,423 | not reported in the loaded dataset | 2023 |
| John Hancock | RECORDKEEPER | $22,037 | not reported in the loaded dataset | 2023 |
| N.A. Falcone & Associates, Inc. | TPA | $5,091 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Palm Beach Orthopaedic Institute, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Provenance Wealth Advisors, LLC — Schedule C compensation
- John Hancock — Schedule C compensation
- N.A. Falcone & Associates, Inc. — Schedule C compensation