2023 Form 5500 filing — Capital Region Orthopaedic Associates, P.C. 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 20241126103103NAL0003549507001) for Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust, reported by Capital Region Orthopaedic Associates, P.C. under EIN 14-1633562 and plan number 001. It reports 534 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241126103103NAL0003549507001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Region Orthopaedic Associates, P.C.
- EIN
- 14-1633562
- Plan number
- 001
- Location
- Albany, NY
- Participants
- 534
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,922,983
- Net assets (EOY)
- $59,922,983
- Employer contributions
- $3,252,235
- Participant contributions
- $1,931,219
- Total income / additions
- $12,143,466
- Benefits paid
- $3,514,001
- Administrative expenses
- $177,857
- Total expenses
- $3,691,858
- Net increase / (decrease)
- $8,451,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greenbush Financial Group LLC | INVESTMENT ADVISOR | $76,620 | $0 |
| Compass360 LLC | CONTRACT AMDIN | $12,109 | $0 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $2,555 | $0 |