2023 Form 5500 filing — Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401k 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 20240918125207NAL0002585699001) for Orthopedic & Sports Medicine Specialists Of Green Bay Sc 401k Plan, reported by Orthopedic & Sports Medicine Specialists Of Green Bay Sc under EIN 26-1132759 and plan number 001. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918125207NAL0002585699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic & Sports Medicine Specialists Of Green Bay Sc
- EIN
- 26-1132759
- Plan number
- 001
- Location
- Green Bay, WI
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,521,009
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,521,009
- Employer contributions
- $1,184,138
- Participant contributions
- $1,068,605
- Total income / additions
- $7,341,649
- Benefits paid
- $4,142,589
- Administrative expenses
- $76,459
- Total expenses
- $4,219,048
- Net increase / (decrease)
- $3,122,601
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT MANAGEMENT | $49,067 | not reported in the loaded dataset |
| Pension Inc | THIRD PARTY ADMINISTRATO | $20,060 | not reported in the loaded dataset |