2023 Form 5500 filing — Baton Rouge Orthopaedic Clinic, LLC 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 20250128093653NAL0026539746001) for Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust, reported by Baton Rouge Orthopaedic Clinic, LLC under EIN 72-1460193 and plan number 001. It reports 381 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250128093653NAL0026539746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Baton Rouge Orthopaedic Clinic, LLC
- EIN
- 72-1460193
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 381
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $71,158,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,158,005
- Employer contributions
- $3,126,602
- Participant contributions
- $1,552,695
- Total income / additions
- $14,020,762
- Benefits paid
- $905,368
- Administrative expenses
- $434,834
- Total expenses
- $1,340,202
- Net increase / (decrease)
- $12,680,560
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $80,234 | not reported in the loaded dataset |
| Charles Schwab | NONE | $69,619 | not reported in the loaded dataset |
| Raymond James | NONE | $56,936 | not reported in the loaded dataset |
| Pershing | NONE | $50,792 | not reported in the loaded dataset |
| Regions Bank | NONE | $34,183 | not reported in the loaded dataset |
| Materne Wealth Advisers LLC | NONE | $32,562 | not reported in the loaded dataset |
| Wells Fargo | NONE | $20,051 | not reported in the loaded dataset |
| Morgan Stanley | NONE | $17,978 | not reported in the loaded dataset |
| Fidelity | NONE | $17,008 | not reported in the loaded dataset |
| Old Growth Capital | NONE | $12,799 | not reported in the loaded dataset |
| Trinity Capital Management | NONE | $12,644 | not reported in the loaded dataset |
| Montz Harcus Wealth | NONE | $11,814 | not reported in the loaded dataset |
| Dent Asset Management | NONE | $8,819 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |