2023 Form 5500 filing — Spinal Group, Inc. 401(K) 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 20241003054034NAL0016288160001) for Spinal Group, Inc. 401(K) Plan, reported by Spinal Group, Inc. under EIN 04-3440041 and plan number 001. It reports 123 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)$0Reported net assets
Participants123
Provider compensation$47K5 Schedule C row(s)$46,967
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241003054034NAL0016288160001
- Plan sponsor
- Spinal Group, Inc.
- EIN
- 04-3440041
- Plan number
- 001
- Location
- West Yarmouth, MA
- 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.
Full reported line items
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Total income / additions
- -$172,768
- Benefits paid
- $14,080
- Administrative expenses
- $4,565
- Total expenses
- $18,645
- Net increase / (decrease)
- -$191,413
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $25,430 | $0 |
| Fiondella, Milone & Lasaracina Llp | ACCOUNTANT | $10,500 | $0 |
| Coastal Capital Group, Inc. | INVESTMENT/FINANCIAL ADVI | $8,569 | $0 |
| Adp, Inc. | RECORD KEEPER | $2,468 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |