2023 Form 5500 filing — Orthopaedic & Spine Center Of The Rockies, P.C. Cash Balance 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 20241014114010NAL0013218259001) for Orthopaedic & Spine Center Of The Rockies, P.C. Cash Balance Plan, reported by Orthopaedic & Spine Center Of The Rockies, P.C. under EIN 84-0593455 and plan number 002. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014114010NAL0013218259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic & Spine Center Of The Rockies, P.C.
- EIN
- 84-0593455
- Plan number
- 002
- Location
- Fort Collins, CO
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,655,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,655,781
- Employer contributions
- $1,780,000
- Total income / additions
- $2,731,737
- Benefits paid
- $45,117
- Administrative expenses
- $10,388
- Total expenses
- $55,505
- Net increase / (decrease)
- $2,676,232
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| First Western Trust | NONE | $10,117 | not reported in the loaded dataset |