2023 Form 5500 filing — Spinal Elements 401(K) And Profit Sharing 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 20240730123342NAL0020700545001) for Spinal Elements 401(K) And Profit Sharing Plan, reported by Spinal Elements, Inc. under EIN 26-0894757 and plan number 002. It reports 200 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)$13.7MReported net assets$13,660,638
Participants200
Provider compensation$22.7K2 Schedule C row(s)$22,721
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240730123342NAL0020700545001
Plan sponsor
Spinal Elements, Inc.
EIN
26-0894757
Plan number
002
Location
Carlsbad, CA
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)$13.7M total assets
Net assets$13.7MLiabilities$0
Money in vs. money out
Total income / additions$4.1M
Total expenses$1.4M
Benefits paid / distributions$1.4M
Contributions
Employer$564.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$13,660,638
Total liabilities (EOY)
$0
Net assets (EOY)
$13,660,638
Employer contributions
$564,581
Participant contributions
$1,171,530
Total income / additions
$4,105,255
Benefits paid
$1,356,910
Administrative expenses
$23,663
Total expenses
$1,384,568
Net increase / (decrease)
$2,720,687
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $12K
  2. 2
    RECORDKEEPER · Direct $10.7K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240730123342NAL0020700545001 cover?
It is the 2023 Form 5500 filing for Spinal Elements 401(K) And Profit Sharing Plan, reported by Spinal Elements, Inc. (EIN 26-0894757).
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).

Related Form 5500 pages