2023 Form 5500 filing — Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan
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 20240723134613NAL0019829824001) for Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan, reported by Vann Virginia Center For Orthopaedics, P.C. under EIN 54-1869072 and plan number 001. It reports 275 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723134613NAL0019829824001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vann Virginia Center For Orthopaedics, P.C.
- EIN
- 54-1869072
- Plan number
- 001
- Location
- Virginia Beach, VA
- Participants
- 275
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,811,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,811,241
- Employer contributions
- $890,039
- Participant contributions
- $760,630
- Total income / additions
- $5,082,826
- Benefits paid
- $2,336,031
- Administrative expenses
- $61,035
- Total expenses
- $2,397,066
- Net increase / (decrease)
- $2,685,760
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Investment Research, Inc. | INVESTMENT ADVISOR | $52,048 | not reported in the loaded dataset |
| Jpmorgan Investment Holdings LLC | RECORDKEEPER | $5,026 | $0 |
| Pbmares, Llp | TPA | $3,962 | not reported in the loaded dataset |