2023 Form 5500 filing — Peninsula Orthopaedic Associates, P.A. 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 20241014163254NAL0046820816001) for Peninsula Orthopaedic Associates, P.A. Profit Sharing Plan, reported by Peninsula Orthopaedic Associates, P.A. under EIN 52-0910711 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014163254NAL0046820816001
Filing year
2023
Form type
2
Plan sponsor
Peninsula Orthopaedic Associates, P.A.
EIN
52-0910711
Plan number
001
Location
Salisbury, MD
Participants
134
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,740,123
Total liabilities (EOY)
$0
Net assets (EOY)
$16,740,123
Employer contributions
$813,154
Participant contributions
$511,982
Total income / additions
$3,759,498
Benefits paid
$2,140,497
Administrative expenses
$19,218
Total expenses
$2,161,621
Net increase / (decrease)
$1,597,877
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Ascensus LLCNONE$19,218$0

Related Form 5500 pages