2023 Form 5500 filing — Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & 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 20250110101222NAL0022564864001) for Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust, reported by Jacksonville Orthopaedic Institute, Inc. under EIN 59-3120987 and plan number 001. It reports 507 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)$76.6MReported net assets$76,647,725
Participants507
Provider compensation$52K2 Schedule C row(s)$51,968
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250110101222NAL0022564864001
- Plan sponsor
- Jacksonville Orthopaedic Institute, Inc.
- EIN
- 59-3120987
- Plan number
- 001
- Location
- Jacksonville, FL
- Received date
- not reported in the loaded dataset
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)$76.6M total assets
Net assets$76.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $76,647,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,647,725
- Employer contributions
- $2,517,272
- Participant contributions
- $1,817,165
- Total income / additions
- $16,160,943
- Benefits paid
- $6,782,947
- Administrative expenses
- $91,840
- Total expenses
- $6,874,787
- Net increase / (decrease)
- $9,286,156
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Innovest Portfolio Solutions LLC | NONE | $33,801 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $18,167 | $0 |