2023 Form 5500 filing — Resurgens Orthopaedics 401(K) Retirement 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 20250120103659NAL0001351219001) for Resurgens Orthopaedics 401(K) Retirement Plan, reported by Resurgens, P.C. under EIN 58-1661116 and plan number 002. It reports 1,529 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250120103659NAL0001351219001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Resurgens, P.C.
- EIN
- 58-1661116
- Plan number
- 002
- Location
- Atlanta, GA
- Participants
- 1,529
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $187,298,869
- Net assets (EOY)
- $187,298,869
- Employer contributions
- $6,822,297
- Participant contributions
- $6,007,660
- Total income / additions
- $43,230,551
- Benefits paid
- $31,120,756
- Administrative expenses
- $253,749
- Total expenses
- $31,387,772
- Net increase / (decrease)
- $11,842,779
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $154,913 | $0 |
| Sageview Advisory Group, LLC | CONSULTANT | $28,500 | not reported in the loaded dataset |
| G W Henssler & Associates Ltd | ADVISOR | $19,324 | not reported in the loaded dataset |
| Global Retirement Partners LLC | CONSULTANT | $15,500 | not reported in the loaded dataset |
| Hb Wealth Management LLC | ADVISOR | $11,356 | not reported in the loaded dataset |
| Corient Private Wealth LLC | ADVISOR | $9,655 | not reported in the loaded dataset |
| Waypoint Wealth Counsel LLC | ADVISOR | $9,169 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | SECURITIES BROKER | $1,277 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |