2023 Form 5500 filing — Ellis Badenhausen Orthopaedics, Psc 401k 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 20251014072251NAL0004917122001) for Ellis Badenhausen Orthopaedics, Psc 401k Profit Sharing Plan, reported by Ellis Badenhausen Orthopaedics, Psc under EIN 61-0678573 and plan number 001. It reports 174 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)$38.8MReported net assets$38,833,937
Participants174
Provider compensation$71.9K2 Schedule C row(s)$71,906
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251014072251NAL0004917122001
Plan sponsor
Ellis Badenhausen Orthopaedics, Psc
EIN
61-0678573
Plan number
001
Location
Louisville, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$38.8M total assets
Net assets$38.8MLiabilities$0
Money in vs. money out
Total income / additions$7.4M
Total expenses$3.2M
Benefits paid / distributions$3.1M
Contributions
Employer$719.6K
Participant$599.6K
Full reported line items
Total assets (EOY)
$38,833,937
Total liabilities (EOY)
$0
Net assets (EOY)
$38,833,937
Employer contributions
$719,618
Participant contributions
$599,565
Total income / additions
$7,446,751
Benefits paid
$3,080,360
Administrative expenses
$131,466
Total expenses
$3,211,826
Net increase / (decrease)
$4,234,925
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $45.1K · Indirect $0
  2. 2
    BROKER/ADVISOR · Direct $0 · Indirect $26.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20251014072251NAL0004917122001 cover?
It is the 2023 Form 5500 filing for Ellis Badenhausen Orthopaedics, Psc 401k Profit Sharing Plan, reported by Ellis Badenhausen Orthopaedics, Psc (EIN 61-0678573).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages