2023 Form 5500 filing — Scoi 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 20240930110007NAL0005451745001) for Scoi Profit Sharing Plan, reported by Southern California Orthopedic Institute, Lp under EIN 95-3150156 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).
- EFAST2 acknowledgement
- 20240930110007NAL0005451745001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern California Orthopedic Institute, Lp
- EIN
- 95-3150156
- Plan number
- 003
- Location
- Van Nuys, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,816,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,816,910
- Employer contributions
- $1,847,285
- Total income / additions
- $6,026,491
- Benefits paid
- $1,872,207
- Administrative expenses
- $41,777
- Total expenses
- $1,913,984
- Net increase / (decrease)
- $4,112,507
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp,Inc. | RECORD KEEPER | $14,875 | not reported in the loaded dataset |
| Actuarial Benefits Corp. | THIRD PARTY ADMIN | $10,140 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | RECORD KEEPER | $10,000 | not reported in the loaded dataset |
| Withumsmithbrown | ACCOUNTANT | $6,742 | not reported in the loaded dataset |