2023 Form 5500 filing — Orthomidwest, Pllc 401(K) Retirement 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 20241015191142NAL0051024544001) for Orthomidwest, Pllc 401(K) Retirement Plan, reported by Orthomidwest, Pllc under EIN 36-2691111 and plan number 002. It reports 1,555 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015191142NAL0051024544001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthomidwest, Pllc
- EIN
- 36-2691111
- Plan number
- 002
- Location
- Rockford, IL
- Participants
- 1,555
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $164,286,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $164,286,622
- Employer contributions
- $8,161,868
- Participant contributions
- $7,318,828
- Total income / additions
- $36,907,238
- Benefits paid
- $5,890,966
- Administrative expenses
- $85,960
- Total expenses
- $5,978,611
- Net increase / (decrease)
- $30,928,627
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,016 | $0 |
| Sheridan Road Advisors, LLC | INVESTMENT ADVISORY | $35,446 | not reported in the loaded dataset |
| The Mandmarblestone Group LLC | THIRD PARTY ADMINISTRATO | $0 | $13,188 |
| 25 LLC | INVESTMENT ADVISORY | $1,753 | not reported in the loaded dataset |
| Next Capital Management LLC | INVESTMENT ADVISORY | $1,744 | not reported in the loaded dataset |