2023 Form 5500 filing — Southern Orthopedic Associates 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 20241014090050NAL0025776529001) for Southern Orthopedic Associates 401(K) Profit Sharing Plan, reported by Southern Orthopedic Associates Sc under EIN 37-1395805 and plan number 001. It reports 517 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014090050NAL0025776529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Orthopedic Associates Sc
- EIN
- 37-1395805
- Plan number
- 001
- Location
- Herrin, IL
- Participants
- 517
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,292,612
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,292,612
- Employer contributions
- $612,185
- Participant contributions
- $661,348
- Total income / additions
- $6,521,696
- Benefits paid
- $13,585,517
- Administrative expenses
- $112,815
- Total expenses
- $13,698,332
- Net increase / (decrease)
- -$7,176,636
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,529 | $0 |
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $22,095 | not reported in the loaded dataset |
| Benefit Plans Plus, LLC | CONTRACT ADMIN | $0 | $9,167 |
| Empower Advisory Group, LLC | INVEST MGMT | $4,914 | not reported in the loaded dataset |