Access 401(K) Plan — Form 5500 plan (Access Sports Medicine & Orthopaedics, P.A.)
Plain-English plan 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, Access 401(K) Plan is a benefit plan reported by Access Sports Medicine & Orthopaedics, P.A. under EIN 02-0336308 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $15,616,198 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Access Sports Medicine & Orthopaedics, P.A.
- EIN
- 02-0336308
- Plan number
- 002
- Plan type
- 2
- Location
- Exeter, NH
- Latest filing year
- 2023
- Participants
- 152
- End-of-year plan assets
- $15,616,198
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 152 | H, C | 20241023152853NAL0004240049001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,616,198
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,616,198
- Net assets (BOY)
- $12,934,712
Income & contributions
- Employer contributions
- $165,392
- Participant contributions
- $308,054
- Total contributions
- $473,446
- Total income / additions
- $3,218,233
Expenses & distributions
- Benefits paid
- $482,464
- Administrative expenses
- $54,283
- Total expenses
- $536,747
- Net increase / (decrease)
- $2,681,486
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Rpcp | INVESTMENT MANAGER | $34,777 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Svcs | RECORDKEEPER | $11,506 | $0 | 2023 |
| Stephen Eldridge & Company | CONTRACT ADMIN | $8,000 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | BROKERAGE SVCS | $0 | $0 | 2023 |
| Td Ameritrade | BROKERAGE SVCS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Access Sports Medicine & Orthopaedics, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Exeter, NH
- Lpl Financial Rpcp — Schedule C compensation
- Capital Group Retirement Plan Svcs — Schedule C compensation
- Stephen Eldridge & Company — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation
- Td Ameritrade — Schedule C compensation