2023 Form 5500 filing — Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 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 20241015142942NAL0029979969001) for Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 401(K) Plan, reported by Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. under EIN 35-1301992 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142942NAL0029979969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic And Sports Medicine Center Of Northern Indiana, Inc.
- EIN
- 35-1301992
- Plan number
- 001
- Location
- Elkhart, IN
- Participants
- 354
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,137,996
- Net assets (EOY)
- $41,137,996
- Employer contributions
- $1,068,497
- Participant contributions
- $1,372,715
- Total income / additions
- $8,330,121
- Benefits paid
- $4,293,362
- Administrative expenses
- $127,729
- Total expenses
- $4,421,091
- Net increase / (decrease)
- $3,909,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI | $127,647 | $0 |
| Lpl Financial LLC | INVESTMENT ADVISORY | $0 | $92,652 |
| The Benefits Consulting Group | OTHER SERVICES | $0 | $18,132 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset |
| Lpl Financial LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset |
| The Benefits Consulting Group Inc | OTHER SERVICES | not reported in the loaded dataset | not reported in the loaded dataset |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 |