2023 Form 5500 filing — New England Orthopedic Surgeons, Inc. 401(K) Plan & Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240718015832NAL0008395792001) for New England Orthopedic Surgeons, Inc. 401(K) Plan & Trust, reported by New England Orthopedic Surgeons, Inc. under EIN 04-2521996 and plan number 004. It reports 303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$52MReported net assets$51,973,169

Participants303

Provider compensation$31.3K2 Schedule C row(s)$31,332

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240718015832NAL0008395792001
Plan sponsor: New England Orthopedic Surgeons, Inc.
EIN: 04-2521996
Plan number: 004
Location: Springfield, MA
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$52M total assets

Net assets$52MLiabilities$0

Money in vs. money out

Total income / additions$10.8M

Total expenses$2.4M

Benefits paid / distributions$2.4M

Contributions

Employer$1.6M

Participant$1.3M

Full reported line items

Total assets (EOY): $51,973,169
Total liabilities (EOY): $0
Net assets (EOY): $51,973,169
Employer contributions: $1,613,455
Participant contributions: $1,341,263
Total income / additions: $10,844,171
Benefits paid: $2,394,172
Administrative expenses: $31,332
Total expenses: $2,425,504
Net increase / (decrease): $8,418,667

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Swc Investment Advisory Services$23K
N/A · Direct $23K
2
Vanguard Group, Inc.$8.4K
N/A · Direct $8.4K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718015832NAL0008395792001 cover?: It is the 2023 Form 5500 filing for New England Orthopedic Surgeons, Inc. 401(K) Plan & Trust, reported by New England Orthopedic Surgeons, Inc. (EIN 04-2521996).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).