2023 Form 5500 filing — Bone & Joint Clinic, S.C. 401(K) 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 20241013135107NAL0042252400001) for Bone & Joint Clinic, S.C. 401(K) Plan, reported by Bone & Joint Clinic, S.C. under EIN 39-1130341 and plan number 004. It reports 320 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013135107NAL0042252400001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bone & Joint Clinic, S.C.
- EIN
- 39-1130341
- Plan number
- 004
- Location
- Wausau, WI
- Participants
- 320
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,607,121
- Total liabilities (EOY)
- $7,531
- Net assets (EOY)
- $38,599,590
- Employer contributions
- $1,850,720
- Participant contributions
- $1,543,984
- Total income / additions
- $8,863,459
- Benefits paid
- $5,719,120
- Administrative expenses
- $112,938
- Total expenses
- $5,832,058
- Net increase / (decrease)
- $3,031,401
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alerus Financial, N.A. | NONE | $75,664 | $0 |
| Orgel Wealth Management, LLC | NONE | $37,274 | not reported in the loaded dataset |