2023 Form 5500 filing — Desert Orthopaedic Center, Ltd. 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 20241014175833NAL0026894913001) for Desert Orthopaedic Center, Ltd. 401(K) Profit Sharing Plan And Trust, reported by Desert Orthopaedic Center under EIN 91-0858192 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$55.8MReported net assets$55,837,256
Participants276
Provider compensation$93K3 Schedule C row(s)$92,990
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014175833NAL0026894913001
- Plan sponsor
- Desert Orthopaedic Center
- EIN
- 91-0858192
- Plan number
- 001
- Location
- Las Vegas, NV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$55.8M total assets
Net assets$55.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $55,837,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,837,256
- Employer contributions
- $1,866,852
- Participant contributions
- $1,635,086
- Total income / additions
- $10,616,832
- Benefits paid
- $1,513,612
- Administrative expenses
- $151,151
- Total expenses
- $1,664,763
- Net increase / (decrease)
- $8,952,069
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $43,336 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of Ameerica | RECORDKEEPER | $40,631 | $0 |
| Kushner & Company | CONTRACT ADMIN | $4,023 | $5,000 |