2023 Form 5500 filing — Growth Orthopaedics 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 20241014165126NAL0027906129001) for Growth Orthopaedics 401(K) & Profit Sharing Plan, reported by Growth Orthopaedics Mso under EIN 85-3612850 and plan number 001. It reports 411 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014165126NAL0027906129001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Growth Orthopaedics Mso
- EIN
- 85-3612850
- Plan number
- 001
- Location
- Coral Gables, FL
- Participants
- 411
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,534,011
- Net assets (EOY)
- $16,534,011
- Employer contributions
- $527,011
- Participant contributions
- $1,064,141
- Total income / additions
- $4,038,539
- Benefits paid
- $1,452,535
- Administrative expenses
- $115,031
- Total expenses
- $1,621,551
- Net increase / (decrease)
- $2,416,988
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mcf Advisors LLC | INVESTMENT ADVISOR | $69,422 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $44,495 | $0 |
| Mcgregor & Associates, Inc. | CONTRACT ADMIN | $2,730 | $10,000 |
| Qdro Consultants Company, LLC | OTHER | $422 | not reported in the loaded dataset |