2023 Form 5500 filing — Tuckahoe Orthopaedic Associates, Ltd. 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 20241008083806NAL0017294705001) for Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan, reported by Tuckahoe Orthopaedic Associates, Ltd. under EIN 54-0949806 and plan number 003. It reports 142 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)$39.4MReported net assets$39,364,976
Participants142
Provider compensation$14.1K4 Schedule C row(s)$14,114
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008083806NAL0017294705001
- Plan sponsor
- Tuckahoe Orthopaedic Associates, Ltd.
- EIN
- 54-0949806
- Plan number
- 003
- Location
- Henrico, VA
- 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)$39.4M total assets
Net assets$39.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $39,364,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,364,976
- Employer contributions
- $731,306
- Participant contributions
- $509,856
- Total income / additions
- $8,397,970
- Benefits paid
- $658,504
- Administrative expenses
- $14,833
- Total expenses
- $673,337
- Net increase / (decrease)
- $7,724,633
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $9,298 | not reported in the loaded dataset |
| The Capital Management Corp | ADVISOR | $3,635 | not reported in the loaded dataset |
| Tuckahoe Orthopedic Associates, Ltd | OTHER | $1,181 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |