2023 Form 5500 filing — Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing And 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 20240801091213NAL0022752801001) for Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing And 401(K) Plan, reported by Magnolia Orthopaedics & Sports Medicine Clinic under EIN 64-0846443 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20240801091213NAL0022752801001
Filing year
2023
Form type
2
Plan sponsor
Magnolia Orthopaedics & Sports Medicine Clinic
EIN
64-0846443
Plan number
001
Location
Corinth, MS
Participants
24
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,735,977
Total liabilities (EOY)
$0
Net assets (EOY)
$7,735,977
Employer contributions
$240,965
Participant contributions
$127,021
Total income / additions
$1,774,537
Benefits paid
$2,004,512
Administrative expenses
$19,206
Total expenses
$2,023,718
Net increase / (decrease)
-$249,181
Schedule source
Schedule I

Related Form 5500 pages