2023 Form 5500 filing — Torrance Orthopedic & Sports Medicine Group 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 20241015153922NAL0016779619004) for Torrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing Plan, reported by Torrance Orthopedic & Sports Medicine Group under EIN 95-3791747 and plan number 001. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153922NAL0016779619004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Torrance Orthopedic & Sports Medicine Group
- EIN
- 95-3791747
- Plan number
- 001
- Location
- Torrance, CA
- Participants
- 162
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,358,731
- Net assets (EOY)
- $11,358,731
- Employer contributions
- $162,243
- Participant contributions
- $289,844
- Total income / additions
- $2,459,373
- Benefits paid
- $350,798
- Administrative expenses
- $67,176
- Total expenses
- $419,249
- Net increase / (decrease)
- $2,040,124
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc. | BROKERAGE | $39,850 | not reported in the loaded dataset |
| Merrill Lynch | BROKERAGE | $12,300 | not reported in the loaded dataset |
| First Republic Securities Company | BROKERAGE | $7,500 | not reported in the loaded dataset |
| Mutual Of Omaha | INVESTMENT COMPANY | $690 | not reported in the loaded dataset |