2023 Form 5500 filing — Physicians 401(K) Solutions
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 20250501184056NAL0005216160001) for Physicians 401(K) Solutions, reported by Ortho Benefits Corp under EIN 47-1797746 and plan number 002. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501184056NAL0005216160001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ortho Benefits Corp
- EIN
- 47-1797746
- Plan number
- 002
- Location
- Palm Beach Gardens, FL
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,630,147
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,630,147
- Employer contributions
- $441,519
- Participant contributions
- $998,827
- Total income / additions
- $3,565,144
- Benefits paid
- $2,286,234
- Administrative expenses
- $93,219
- Total expenses
- $2,379,453
- Net increase / (decrease)
- $1,185,691
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Insuran | RECORDKEEPER | $72,882 | $0 |
| Creative Planning LLC | INVESTMENT ADVISORY | $6,128 | not reported in the loaded dataset |
| The Rosenbaum Law Firm P.C. | PLAN ADMINISTRATOR | $3,676 | not reported in the loaded dataset |
| Ej Reynolds, Inc. | TPA | $1,450 | $0 |
| Gwn Securities Inc | OTHER SERVICES | $735 | not reported in the loaded dataset |