2023 Form 5500 filing — Orthopaedic Center Of South Florida, P.A. 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 20241008142815NAL0008460979001) for Orthopaedic Center Of South Florida, P.A. 401(K) Plan, reported by Orthopaedic Center Of South Florida, P.A. under EIN 65-0452574 and plan number 001. It reports 129 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008142815NAL0008460979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Center Of South Florida, P.A.
- EIN
- 65-0452574
- Plan number
- 001
- Location
- Plantation, FL
- Participants
- 129
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,459,803
- Net assets (EOY)
- $24,459,803
- Employer contributions
- $793,171
- Participant contributions
- $583,470
- Total income / additions
- $4,656,345
- Benefits paid
- $301,018
- Administrative expenses
- $98,166
- Total expenses
- $414,733
- Net increase / (decrease)
- $4,241,612
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch | INVESTMENT ADVISORY | $53,746 | not reported in the loaded dataset |
| John Hancock Life Insurance Company | RECORDKEEPER | $5,280 | not reported in the loaded dataset |