2023 Form 5500 filing — Bridger Orthopedics & Sports Medicine, P.C. 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 20241009111311NAL0019065249001) for Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan, reported by Bridger Orthopedics And Sports Medicine, P.C. under EIN 81-0512911 and plan number 001. It reports 157 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009111311NAL0019065249001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bridger Orthopedics And Sports Medicine, P.C.
- EIN
- 81-0512911
- Plan number
- 001
- Location
- Bozeman, MT
- Participants
- 157
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,467,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,467,649
- Employer contributions
- $1,149,002
- Participant contributions
- $734,835
- Total income / additions
- $6,627,940
- Benefits paid
- $12,563,025
- Administrative expenses
- $66,627
- Total expenses
- $12,629,652
- Net increase / (decrease)
- -$6,001,712
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $32,267 | not reported in the loaded dataset |
| Randall & Hurley, Inc. | CONTRACT ADMINISTRATOR | $1,050 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $300 | $0 |