2023 Form 5500 filing — St. Cloud Orthopedic Associates, Ltd. 401(K) 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 20241002095034NAL0008106545001) for St. Cloud Orthopedic Associates, Ltd. 401(K) Profit Sharing Plan, reported by St. Cloud Orthopedic Associates, Ltd. under EIN 41-0966155 and plan number 002. It reports 208 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002095034NAL0008106545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- St. Cloud Orthopedic Associates, Ltd.
- EIN
- 41-0966155
- Plan number
- 002
- Location
- Sartell, MN
- Participants
- 208
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,149,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,149,453
- Employer contributions
- $451,999
- Participant contributions
- $964,054
- Total income / additions
- $9,547,386
- Benefits paid
- $7,428,762
- Administrative expenses
- $47,879
- Total expenses
- $7,482,023
- Net increase / (decrease)
- $2,065,363
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $55,131 | not reported in the loaded dataset |
| Capital Group Retirement Plan Svcs. | RECORDKEEPER | $2,688 | $0 |