2023 Form 5500 filing — Crystal Clinic Orthopaedic Center, LLC 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 20241013122120NAL0014049971001) for Crystal Clinic Orthopaedic Center, LLC 401(K) Profit Sharing Plan, reported by Crystal Clinic Orthopaedic Center, LLC under EIN 26-1130649 and plan number 001. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013122120NAL0014049971001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Crystal Clinic Orthopaedic Center, LLC
- EIN
- 26-1130649
- Plan number
- 001
- Location
- Akron, OH
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,725,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,725,448
- Employer contributions
- $2,138,863
- Participant contributions
- $2,728,089
- Total income / additions
- $11,573,008
- Benefits paid
- $5,214,074
- Administrative expenses
- $173,261
- Total expenses
- $5,387,335
- Net increase / (decrease)
- $6,185,673
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Retirement Services, Inc | NONE | $104,389 | not reported in the loaded dataset |
| Valmark Securities, Inc | NONE | $37,103 | not reported in the loaded dataset |
| Charles Schwab Trust Company | NONE | $18,399 | not reported in the loaded dataset |
| Francis P. Gallagher &Associates, I | NONE | $13,730 | not reported in the loaded dataset |