2023 Form 5500 filing — New Mexico Orthopaedic Associates, Pc 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 20241010124018NAL0020979793001) for New Mexico Orthopaedic Associates, Pc 401(K) Profit Sharing Plan, reported by New Mexico Orthopaedic Associates, P.C. under EIN 85-0291612 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010124018NAL0020979793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Mexico Orthopaedic Associates, P.C.
- EIN
- 85-0291612
- Plan number
- 002
- Location
- Albuquerque, NM
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $47,030,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,030,784
- Employer contributions
- $2,030,932
- Participant contributions
- $1,492,277
- Total income / additions
- $9,878,409
- Benefits paid
- $3,186,247
- Administrative expenses
- $140,671
- Total expenses
- $3,326,918
- Net increase / (decrease)
- $6,551,491
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Retirement, Inc. | ADVISOR | $81,805 | not reported in the loaded dataset |
| Sentinel Benefits Group, LLC | RECORDKEEPER | $45,933 | not reported in the loaded dataset |
| Alliance Benefit Group Southwest | RECORDKEEPER | $12,202 | not reported in the loaded dataset |