2023 Form 5500 filing — Orthosouth 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 20241015142453NAL0016617683001) for Orthosouth 401(K) Profit Sharing Plan, reported by Msk Group, Pc Dba Orthosouth under EIN 62-0819926 and plan number 001. It reports 476 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142453NAL0016617683001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Msk Group, Pc Dba Orthosouth
- EIN
- 62-0819926
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 476
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $79,216,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,216,402
- Employer contributions
- $2,599,839
- Participant contributions
- $1,838,229
- Total income / additions
- $15,498,227
- Benefits paid
- $3,904,105
- Administrative expenses
- $312,454
- Total expenses
- $4,216,559
- Net increase / (decrease)
- $11,281,668
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,560 | $0 |
| Raymond James Financial Services | BROKER | $69,479 | not reported in the loaded dataset |
| J. P. Morgan Securities LLC | RIA | $0 | $65,506 |
| Ftb Advisors, Inc. | BROKER | $32,771 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | BROKER | $25,035 | not reported in the loaded dataset |
| Charles Schwab & Company, Inc. | BROKER | $15,660 | not reported in the loaded dataset |
| Burleigh Consulting Group, Inc. | OTHER SERVICES | $0 | $12,572 |
| Diversified Trust Company, Inc. | BROKER | $12,424 | not reported in the loaded dataset |
| Wells Fargo Advisors | BROKER | $4,105 | not reported in the loaded dataset |