2023 Form 5500 filing — South Florida Orthopaedics & Sports Medicine 401(K) 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 20241118102343NAL0000781859001) for South Florida Orthopaedics & Sports Medicine 401(K) Plan, reported by South Florida Orthopaedics & Sports Medicine under EIN 65-0311858 and plan number 001. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241118102343NAL0000781859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- South Florida Orthopaedics & Sports Medicine
- EIN
- 65-0311858
- Plan number
- 001
- Location
- Stuart, FL
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,078,553
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,078,553
- Employer contributions
- $448,407
- Participant contributions
- $861,571
- Total income / additions
- $5,081,336
- Benefits paid
- $681,916
- Administrative expenses
- $107,058
- Total expenses
- $798,428
- Net increase / (decrease)
- $4,282,908
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $304 | $0 |