2023 Form 5500 filing — Corus Orthodontists LLC 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 20241015102131NAL0028044913001) for Corus Orthodontists LLC 401(K) Plan, reported by Corus Orthodontists LLC under EIN 84-3269833 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102131NAL0028044913001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Corus Orthodontists LLC
- EIN
- 84-3269833
- Plan number
- 002
- Location
- Lone Tree, CO
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,996,727
- Total liabilities (EOY)
- $425
- Net assets (EOY)
- $35,996,302
- Employer contributions
- $563,948
- Participant contributions
- $1,294,508
- Total income / additions
- $14,104,859
- Benefits paid
- $1,309,796
- Administrative expenses
- $96,746
- Total expenses
- $1,406,542
- Net increase / (decrease)
- $12,698,317
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Gallagher Benefit Services Inc | INVESTMENT ADVISOR | $73,647 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $20,344 | $0 |
| Alerus Financial Na | CONTRACT ADMIN | $2,565 | not reported in the loaded dataset |
| Retirement Planning Services | THIRD PARTY ADMIN | $190 | not reported in the loaded dataset |