2023 Form 5500 filing — Dickson-Diveley Midwest Orthopaedic Clinic, LLC 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 20241015132034NAL0028553873001) for Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(K) Profit Sharing Plan, reported by Dickson-Diveley Midwest Orthopaedic Clinic, LLC under EIN 43-1424154 and plan number 001. It reports 593 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132034NAL0028553873001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dickson-Diveley Midwest Orthopaedic Clinic, LLC
- EIN
- 43-1424154
- Plan number
- 001
- Location
- Leawood, KS
- Participants
- 593
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $45,212,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,212,580
- Employer contributions
- $2,981,611
- Participant contributions
- $2,900,610
- Total income / additions
- $12,563,782
- Benefits paid
- $3,032,843
- Administrative expenses
- $124,920
- Total expenses
- $3,157,763
- Net increase / (decrease)
- $9,406,019
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,711 | $0 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $42,000 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,684 | not reported in the loaded dataset |
| Capital Mgmt Services Inc | BROKERAGE SERVICES | $6,386 | $0 |
| Dynasty Wealth Management LLC | BROKERAGE SERVICES | $1,128 | $0 |
| Creative Planning LLC | BROKERAGE SERVICES | $970 | $0 |
| Visionary Wealth Advisors LLC | BROKERAGE SERVICES | $590 | $0 |
| Dynasty Wealth Management LLC | BROKERAGE SERVICES | $451 | $0 |
| Charles Schwab & Co, Inc. | BROKERAGE SERVICES | $401 | $0 |