2023 Form 5500 filing — Orthoarkansas, P. A. Profit Sharing Plan And Trust
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 20241015151915NAL0028908273001) for Orthoarkansas, P. A. Profit Sharing Plan And Trust, reported by Orthoarkansas, P.A. under EIN 71-0485626 and plan number 001. It reports 493 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151915NAL0028908273001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthoarkansas, P.A.
- EIN
- 71-0485626
- Plan number
- 001
- Location
- Little Rock, AR
- Participants
- 493
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,095,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,095,970
- Employer contributions
- $2,142,067
- Participant contributions
- $1,276,042
- Total income / additions
- $11,828,155
- Benefits paid
- $5,469,822
- Administrative expenses
- $181,303
- Total expenses
- $5,651,125
- Net increase / (decrease)
- $6,177,030
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Correll Co | RECORDKEEPER | $69,150 | $0 |
| Pension Consultants, Inc. | ADVISOR | $25,000 | $0 |
| Ameriprise Financial Services, LLC | ADVISOR | $19,011 | $0 |
| Robert Bass | ADVISOR | $17,334 | $0 |
| Frostf, Pllc | AUDITORS | $11,000 | not reported in the loaded dataset |
| Lathrop Investment Management | ADVISOR | $9,404 | $0 |
| Raymond James & Associates | ADVISOR | $8,532 | $0 |
| Mml Investors Services, LLC | ADVISOR | $7,059 | $0 |
| Mai Capital Management LLC | ADVISOR | $6,912 | $0 |