2023 Form 5500 filing — Center For Orthopaedics And Spine, LLC 401(K) Profit Sharing Plan And Trust
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 20241010085723NAL0011316051001) for Center For Orthopaedics And Spine, LLC 401(K) Profit Sharing Plan And Trust, reported by Center For Orthopaedics And Spine, LLC under EIN 84-3425820 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010085723NAL0011316051001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Center For Orthopaedics And Spine, LLC
- EIN
- 84-3425820
- Plan number
- 001
- Location
- Lake Charles, LA
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,300,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,300,801
- Employer contributions
- $931,575
- Participant contributions
- $780,713
- Total income / additions
- $4,724,412
- Benefits paid
- $167,648
- Administrative expenses
- $14,769
- Total expenses
- $182,417
- Net increase / (decrease)
- $4,541,995
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,998 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,661 | $0 |
| T.E. Lott & Company, P.A. | CONTRACT ADMIN | $1,375 | $0 |
| Gwfs Equities, Inc. | not reported in the loaded dataset | $110 | $0 |
| Gwfs Equities, Inc. | not reported in the loaded dataset | $0 | $0 |