2023 Form 5500 filing — U.S. Oral Surgery Management, LLC Retirement 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 20240930171056NAL0006004433001) for U.S. Oral Surgery Management, LLC Retirement Plan, reported by U.S. Oral Surgery Management, LLC under EIN 82-2416013 and plan number 001. It reports 1,567 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)$192.7MReported net assets$192,659,101
Participants1.6K1,567
Provider compensation$116.2K3 Schedule C row(s)$116,173
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930171056NAL0006004433001
Plan sponsor
U.S. Oral Surgery Management, LLC
EIN
82-2416013
Plan number
001
Location
Irving, TX
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.

Reported balance (end of year)$192.7M total assets
Net assets$192.7MLiabilities$0
Money in vs. money out
Total income / additions$54.7M
Total expenses$9.4M
Benefits paid / distributions$9.1M
Contributions
Employer$13.2M
Participant$8.5M
Full reported line items
Total assets (EOY)
$192,659,101
Total liabilities (EOY)
$0
Net assets (EOY)
$192,659,101
Employer contributions
$13,212,811
Participant contributions
$8,455,578
Total income / additions
$54,721,204
Benefits paid
$9,103,380
Administrative expenses
$115,537
Total expenses
$9,437,484
Net increase / (decrease)
$45,283,720
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $54.5K · Indirect $0
  2. 2
    ADVISOR · Direct $39.6K
  3. 3
    ACCOUNTANT/AUDITOR · Direct $22.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930171056NAL0006004433001 cover?
It is the 2023 Form 5500 filing for U.S. Oral Surgery Management, LLC Retirement Plan, reported by U.S. Oral Surgery Management, LLC (EIN 82-2416013).
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).

Related Form 5500 pages