Orthopedic Specialists Of Sw Florida, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic Specialists Of Sw Florida, 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, Orthopedic Specialists Of Sw Florida, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Specialists Of Sw Florida, P.A. under EIN 65-1011457 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $30,200,677 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Specialists Of Sw Florida, P.A.
- EIN
- 65-1011457
- Plan number
- 001
- Plan type
- 2
- Location
- Ft Myers, FL
- Latest filing year
- 2023
- Participants
- 189
- End-of-year plan assets
- $30,200,677
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 189 | H, C | 20250501183002NAL0003638497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,200,677
- Net assets (EOY)
- $30,200,677
- Net assets (BOY)
- $24,857,896
Income & contributions
- Employer contributions
- $1,098,262
- Participant contributions
- $818,686
- Total contributions
- $1,943,691
- Total income / additions
- $5,797,430
Expenses & distributions
- Benefits paid
- $239,317
- Administrative expenses
- $215,332
- Total expenses
- $454,649
- Net increase / (decrease)
- $5,342,781
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | INVESTMENT ADVISORY | $49,378 | $0 | 2023 |
| M Holdings Securities, Inc. | INVESTMENT ADVISORY | $0 | $24,666 | 2023 |
| Nationwide | not reported in the loaded dataset | $0 | $10,750 | 2023 |
| Iron-Co-Fid--Traditional | INVESTMENT ADVISORY | $10,004 | $0 | 2023 |
| Ppa/Tpa | INVESTMENT ADVISORY | $5,002 | $0 | 2023 |
| Nationwide | INVESTMENT ADVISORY | $0 | $951 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Specialists Of Sw Florida, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ft Myers, FL
- Nationwide — Schedule C compensation
- M Holdings Securities, Inc. — Schedule C compensation
- Iron-Co-Fid--Traditional — Schedule C compensation
- Ppa/Tpa — Schedule C compensation