2023 Form 5500 filing — Four Seasons Orthopedic Center, Pa 401(K) 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 20240731094722NAL0021298033001) for Four Seasons Orthopedic Center, Pa 401(K) Plan, reported by Four Seasons Orthopaedic Center, Pa under EIN 02-0478308 and plan number 002. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240731094722NAL0021298033001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Four Seasons Orthopaedic Center, Pa
- EIN
- 02-0478308
- Plan number
- 002
- Location
- Nashua, NH
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,846,063
- Net assets (EOY)
- $39,846,063
- Employer contributions
- $1,112,025
- Participant contributions
- $964,478
- Total income / additions
- $9,131,175
- Benefits paid
- $3,506,339
- Administrative expenses
- $70,160
- Total expenses
- $3,576,499
- Net increase / (decrease)
- $5,554,676
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset |
| Setaway LLC | THIRD PARTY ADMIN | $9,483 | not reported in the loaded dataset |
| Mcsoley Mccoy & Co. | ACCOUNTANT/AUDIT | $8,737 | not reported in the loaded dataset |
| Strategic Advisors In | ADVISOR | $6,139 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,536 | not reported in the loaded dataset |