2023 Form 5500 filing — Orthopaedic Specialty Institute Medical Group 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 20241009135502NAL0032950624001) for Orthopaedic Specialty Institute Medical Group 401(K) Profit Sharing Plan, reported by Orthopaedic Specialty Institute Medical Group Of Orange County under EIN 33-0905995 and plan number 001. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009135502NAL0032950624001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Specialty Institute Medical Group Of Orange County
- EIN
- 33-0905995
- Plan number
- 001
- Location
- Orange, CA
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,218,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,218,289
- Employer contributions
- $1,010,461
- Participant contributions
- $1,173,501
- Total income / additions
- $6,180,587
- Benefits paid
- $1,546,964
- Administrative expenses
- $85,491
- Total expenses
- $1,632,455
- Net increase / (decrease)
- $4,548,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Advisors | ADVISOR | $50,868 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORD-KEEPER | $26,458 | $0 |
| Newport Trust Company | TRUSTEE | $8,166 | $0 |