2023 Form 5500 filing — Excelsior Orthopaedics, Llp 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 20241011143949NAL0037216528001) for Excelsior Orthopaedics, Llp 401(K) Profit Sharing Plan, reported by Excelsior Orthopaedics Llp under EIN 16-1608040 and plan number 001. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011143949NAL0037216528001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Excelsior Orthopaedics Llp
- EIN
- 16-1608040
- Plan number
- 001
- Location
- Amherst, NY
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $50,369,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,369,369
- Employer contributions
- $2,181,154
- Participant contributions
- $2,670,680
- Total income / additions
- $12,541,338
- Benefits paid
- $1,296,661
- Administrative expenses
- $155,137
- Total expenses
- $1,451,798
- Net increase / (decrease)
- $11,089,540
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Ins And Annuity Co | NONE | $68,958 | $0 |
| Raymond James Financial Services | NONE | $18,637 | not reported in the loaded dataset |
| Valiant Retire Inc. | NONE | $17,868 | $0 |
| Pratt Collard Buck Advisory Group | NONE | $17,088 | not reported in the loaded dataset |
| Raymond James & Associates | NONE | $9,570 | not reported in the loaded dataset |
| Sandhill Investment Management | NONE | $8,466 | not reported in the loaded dataset |
| Landmark Wealth Management | NONE | $7,927 | not reported in the loaded dataset |
| Burns/Nowakowski Group | NONE | $6,544 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | NONE | $0 | $0 |
| Commonwealth Equity Services | NONE | $0 | $0 |