2023 Form 5500 filing — Appalachian Orthopaedic Associates P.C. 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 20241015143435NAL0016640595001) for Appalachian Orthopaedic Associates P.C. 401(K) Profit Sharing Plan, reported by Appalachian Orthopaedic Associates, P.C. under EIN 62-1654377 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015143435NAL0016640595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Appalachian Orthopaedic Associates, P.C.
- EIN
- 62-1654377
- Plan number
- 001
- Location
- Kingsport, TN
- Participants
- 164
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,591,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,591,075
- Employer contributions
- $688,475
- Participant contributions
- $449,169
- Total income / additions
- $3,923,835
- Benefits paid
- $1,011,051
- Administrative expenses
- $56,533
- Total expenses
- $1,067,584
- Net increase / (decrease)
- $2,856,251
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $35,882 | $24 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,811 | $0 |
| Qualified Plan Administrators, Inc | OTHER SERVICES | $0 | $7,585 |