2023 Form 5500 filing — Great Lakes Foot And Ankle Institute, Pc 401(K) Profit Sharing 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 20250529110051NAL0013999040001) for Great Lakes Foot And Ankle Institute, Pc 401(K) Profit Sharing Plan, reported by Great Lakes Foot & Ankle Institute, Pc under EIN 38-2221021 and plan number 003. It reports 145 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250529110051NAL0013999040001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Great Lakes Foot & Ankle Institute, Pc
- EIN
- 38-2221021
- Plan number
- 003
- Location
- Chesterfield, MI
- Participants
- 145
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,392,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,392,801
- Employer contributions
- $782,979
- Participant contributions
- $893,089
- Total income / additions
- $3,178,003
- Benefits paid
- $591,954
- Administrative expenses
- $79,118
- Total expenses
- $673,307
- Net increase / (decrease)
- $2,504,696
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | INVESTMENT COMPANY | $73,337 | $125 |
| Ameriprise Financial Services | ADVISOR | $0 | $43,930 |
| The Benefit Advantage | TPA | $6,922 | $8,000 |