2023 Form 5500 filing — Orthopedic Associates Of Hartford P.C. Section 401k 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 20241115075533NAL0000629345001) for Orthopedic Associates Of Hartford P.C. Section 401k Profit Sharing Plan, reported by Orthopedic Assoc. Of Hartford Pc under EIN 06-0837726 and plan number 002. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241115075533NAL0000629345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Assoc. Of Hartford Pc
- EIN
- 06-0837726
- Plan number
- 002
- Location
- Farmington, CT
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,800,926
- Total liabilities (EOY)
- $10,502
- Net assets (EOY)
- $64,790,424
- Employer contributions
- $2,030,431
- Participant contributions
- $2,150,033
- Total income / additions
- $10,689,627
- Benefits paid
- $5,907,030
- Administrative expenses
- $116,717
- Total expenses
- $6,056,300
- Net increase / (decrease)
- $4,633,327
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,972 | $0 |
| Dimeo Schneider & Associates | NONE | $45,000 | not reported in the loaded dataset |
| Pension Consultants Inc | OTHER | $18,709 | not reported in the loaded dataset |
| Prudential Investments Management | NONE | $1,319 | $1,927 |
| National Financial Services, LLC | NONE | $0 | $147 |