2023 Form 5500 filing — New Mexico Orthopaedic Associates, P.C. Defined Benefit 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 20241011150406NAL0022137665001) for New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan, reported by New Mexico Orthopaedic Associates, P.C. under EIN 85-0291612 and plan number 001. It reports 308 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011150406NAL0022137665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- New Mexico Orthopaedic Associates, P.C.
- EIN
- 85-0291612
- Plan number
- 001
- Location
- Albuquerque, NM
- Participants
- 308
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $27,258,888
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,258,888
- Employer contributions
- $3,062,000
- Total income / additions
- $5,681,245
- Benefits paid
- $1,078,191
- Administrative expenses
- $54,270
- Total expenses
- $1,132,461
- Net increase / (decrease)
- $4,548,784
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp | NONE | $31,250 | not reported in the loaded dataset |
| Ascensus | NONE | $12,203 | not reported in the loaded dataset |
| Sentinel Benefits Group | NONE | $10,673 | not reported in the loaded dataset |