2023 Form 5500 filing — Orthopaedic Clinic Of Daytona Beach, P.A. 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 20241008110209NAL0016488545001) for Orthopaedic Clinic Of Daytona Beach, P.A. 401(K) Profit Sharing Plan, reported by Orthopaedic Clinic Of Daytona Beach , P.A. under EIN 59-1281292 and plan number 005. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008110209NAL0016488545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Clinic Of Daytona Beach , P.A.
- EIN
- 59-1281292
- Plan number
- 005
- Location
- Daytona Beach, FL
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,612,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,612,636
- Employer contributions
- $667,374
- Participant contributions
- $551,381
- Total income / additions
- $4,125,920
- Benefits paid
- $169,928
- Administrative expenses
- $73,050
- Total expenses
- $242,978
- Net increase / (decrease)
- $3,882,942
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $39,110 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,660 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,527 | not reported in the loaded dataset |
| Economic Group Pension Services | CONTRACT ADMIN | $1,725 | not reported in the loaded dataset |
| Other | OTHER | $28 | not reported in the loaded dataset |