2023 Form 5500 filing — Vail-Summit Orthopaedics, Pc Cash Balance 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 20240826085340NAL0009373569001) for Vail-Summit Orthopaedics, Pc Cash Balance Plan, reported by Vail-Summit Orthopaedics, Pc under EIN 68-0501385 and plan number 002. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826085340NAL0009373569001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vail-Summit Orthopaedics, Pc
- EIN
- 68-0501385
- Plan number
- 002
- Location
- Frisco, CO
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Participant contributions
- $74,464
- Total income / additions
- $108,106
- Benefits paid
- $6,081,024
- Administrative expenses
- $1,813
- Total expenses
- $6,082,837
- Net increase / (decrease)
- -$5,974,731
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISORY | $30 | not reported in the loaded dataset |