2023 Form 5500 filing — Bone & Joint Clinic 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 20241218140711NAL0003766465001) for Bone & Joint Clinic Profit Sharing Plan And Trust, reported by Bone & Joint Clinic Of B.R., Inc. under EIN 72-1111762 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$18.9MReported net assets$18,934,918
Participants293
Provider compensation$66K4 Schedule C row(s)$65,997
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241218140711NAL0003766465001
Plan sponsor
Bone & Joint Clinic Of B.R., Inc.
EIN
72-1111762
Plan number
001
Location
Baton Rouge, LA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$18.9M total assets
Net assets$18.9MLiabilities$12.3K
Money in vs. money out
Total income / additions$4.1M
Total expenses$111.8K
Benefits paid / distributions$45.8K
Contributions
Employer$573.4K
Participant$574.3K
Full reported line items
Total assets (EOY)
$18,947,222
Total liabilities (EOY)
$12,304
Net assets (EOY)
$18,934,918
Employer contributions
$573,368
Participant contributions
$574,315
Total income / additions
$4,090,827
Benefits paid
$45,820
Administrative expenses
$65,997
Total expenses
$111,817
Net increase / (decrease)
$3,979,010
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $37.6K
  2. 2
    NONE · Direct $22.6K
  3. 3
    NONE · Direct $4.5K
  4. 4
    NONE · Direct $1.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241218140711NAL0003766465001 cover?
It is the 2023 Form 5500 filing for Bone & Joint Clinic Profit Sharing Plan And Trust, reported by Bone & Joint Clinic Of B.R., Inc. (EIN 72-1111762).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages