2023 Form 5500 filing — Oral Surgery Partners Mso, LLC 401(K) Profit Sharing Plan And Trust
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 20241014095429NAL0014725667001) for Oral Surgery Partners Mso, LLC 401(K) Profit Sharing Plan And Trust, reported by Oral Surgery Partners Mso, LLC under EIN 83-4654354 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014095429NAL0014725667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oral Surgery Partners Mso, LLC
- EIN
- 83-4654354
- Plan number
- 001
- Location
- Chesterfield, MO
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,809,446
- Total liabilities (EOY)
- $3,350
- Net assets (EOY)
- $30,806,096
- Employer contributions
- $4,942,496
- Participant contributions
- $2,808,168
- Total income / additions
- $14,482,779
- Benefits paid
- $1,180,142
- Administrative expenses
- $108,048
- Total expenses
- $1,295,000
- Net increase / (decrease)
- $13,187,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $63,438 | not reported in the loaded dataset |
| Moneta Group LLC | NONE | $44,609 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $11 | $6,076 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |