2023 Form 5500 filing — Tallahassee Orthopedic Clinic Iii P.L. 401(K) 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 20240808083054NAL0004708129001) for Tallahassee Orthopedic Clinic Iii P.L. 401(K) Profit Sharing Plan, reported by Tallahassee Orthopedic Clinic Iii P.L. under EIN 59-3598056 and plan number 001. It reports 514 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)$0Reported net assets

Participants514

Provider compensation$310K4 Schedule C row(s)$309,967

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240808083054NAL0004708129001
Plan sponsor: Tallahassee Orthopedic Clinic Iii P.L.
EIN: 59-3598056
Plan number: 001
Location: Tallahassee, FL
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.

Money in vs. money out

Total income / additions$7.4M

Total expenses$56.4M

Benefits paid / distributions$56.2M

Contributions

Employer$997.8K

Participant$866.7K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $997,784
Participant contributions: $866,718
Total income / additions: $7,399,778
Benefits paid: $56,192,198
Administrative expenses: $205,896
Total expenses: $56,398,094
Net increase / (decrease): -$48,998,316

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company$157.7K
RECORDKEEPER · Direct $157.7K · Indirect $0
2
Latitude Service Company Inc$88.2K
CONTRACT ADMIN · Direct $88.2K
3
Morgan Stanley Smith Barney LLC$50.5K
BROKER/ADVISOR · Direct $0 · Indirect $50.5K
4
Leafhouse Financial Advisor LLC$13.6K
INVESTMENT ADVISOR · Direct $13.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240808083054NAL0004708129001 cover?: It is the 2023 Form 5500 filing for Tallahassee Orthopedic Clinic Iii P.L. 401(K) Profit Sharing Plan, reported by Tallahassee Orthopedic Clinic Iii P.L. (EIN 59-3598056).
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).