2023 Form 5500 filing — Summit Orthopedics, Ltd. 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 20241014100458NAL0044087392002) for Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan, reported by Summit Orthopedics, Ltd. under EIN 41-1762331 and plan number 002. It reports 1,369 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014100458NAL0044087392002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Summit Orthopedics, Ltd.
- EIN
- 41-1762331
- Plan number
- 002
- Location
- Woodbury, MN
- Participants
- 1,369
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $132,803,781
- Net assets (EOY)
- $132,803,781
- Employer contributions
- $5,458,427
- Participant contributions
- $8,336,532
- Total income / additions
- $32,184,555
- Benefits paid
- $7,834,953
- Administrative expenses
- $183,348
- Total expenses
- $8,045,860
- Net increase / (decrease)
- $24,138,695
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $92,593 | not reported in the loaded dataset |
| Creative Planning Holdco LLC | NONE | $51,903 | not reported in the loaded dataset |
| Fisher Investments | NONE | $22,732 | not reported in the loaded dataset |
| 360 Financial Inc | NONE | $9,492 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $209 | $0 |