Growth Orthopaedics 401(K) & Profit Sharing Plan — Form 5500 plan (Growth Orthopaedics Mso)
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, Growth Orthopaedics 401(K) & Profit Sharing Plan is a benefit plan reported by Growth Orthopaedics Mso under EIN 85-3612850 and plan number 001. The latest loaded filing year is 2023. The filing reports 411 participants and $16,534,011 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Growth Orthopaedics Mso
- EIN
- 85-3612850
- Plan number
- 001
- Plan type
- 2
- Location
- Coral Gables, FL
- Latest filing year
- 2023
- Participants
- 411
- End-of-year plan assets
- $16,534,011
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 411 | H, C | 20241014165126NAL0027906129001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,534,011
- Net assets (EOY)
- $16,534,011
- Net assets (BOY)
- $14,117,023
Income & contributions
- Employer contributions
- $527,011
- Participant contributions
- $1,064,141
- Total contributions
- $1,591,152
- Total income / additions
- $4,038,539
Expenses & distributions
- Benefits paid
- $1,452,535
- Administrative expenses
- $115,031
- Total expenses
- $1,621,551
- Net increase / (decrease)
- $2,416,988
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $69,422 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $44,495 | $0 | 2023 |
| Mcgregor & Associates, Inc. | CONTRACT ADMIN | $2,730 | $10,000 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $422 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Growth Orthopaedics Mso
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Coral Gables, FL
- Mcf Advisors LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mcgregor & Associates, Inc. — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation