2023 Form 5500 filing — Gem City Bone & Joint, P.C. 401(K) 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 20241015074110NAL0027772241001) for Gem City Bone & Joint, P.C. 401(K) Plan, reported by Gem City Bone & Joint, P.C. under EIN 83-0219655 and plan number 003. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015074110NAL0027772241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gem City Bone & Joint, P.C.
- EIN
- 83-0219655
- Plan number
- 003
- Location
- Laramine, WY
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,303,405
- Net assets (EOY)
- $16,303,405
- Employer contributions
- $448,921
- Participant contributions
- $775,388
- Total income / additions
- $3,369,600
- Benefits paid
- $987,121
- Administrative expenses
- $81,891
- Total expenses
- $1,069,012
- Net increase / (decrease)
- $2,300,588
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide Management Advisors, LLC | RECORDKEEPER | $19,177 | $4,322 |
| Leafhouse Financial Advisors LLC | FINANCIAL ADVISOR | $19,603 | $0 |
| Wealth Management Advisors, LLC | FINANCIAL ADVISOR | $19,593 | $0 |