2023 Form 5500 filing — Orthopedic & Sports Medicine Specialists Of Green Bay Sc 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 20240919092319NAL0003394083001) for Orthopedic & Sports Medicine Specialists Of Green Bay Sc Cash Balance Plan, reported by Orthopedic & Sports Medicine Specialists Of Green Bay Sc under EIN 26-1132759 and plan number 003. It reports 135 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)$1.5MReported net assets$1,497,846
Participants135
Provider compensation$1.1K1 Schedule C row(s)$1,117
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240919092319NAL0003394083001
- Plan sponsor
- Orthopedic & Sports Medicine Specialists Of Green Bay Sc
- EIN
- 26-1132759
- Plan number
- 003
- Location
- Green Bay, WI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.5M total assets
Net assets$1.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,497,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,497,846
- Employer contributions
- $1,464,581
- Participant contributions
- $0
- Total income / additions
- $1,498,963
- Benefits paid
- $0
- Administrative expenses
- $1,117
- Total expenses
- $1,117
- Net increase / (decrease)
- $1,497,846
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Domestic Holdings | not reported in the loaded dataset | $1,117 | not reported in the loaded dataset |