Four Seasons Orthopedic Center, Pa 401(K) Plan — Form 5500 plan (Four Seasons Orthopaedic Center, Pa)
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, Four Seasons Orthopedic Center, Pa 401(K) Plan is a benefit plan reported by Four Seasons Orthopaedic Center, Pa under EIN 02-0478308 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $39,846,063 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Four Seasons Orthopaedic Center, Pa
- EIN
- 02-0478308
- Plan number
- 002
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $39,846,063
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20240731094722NAL0021298033001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,846,063
- Net assets (EOY)
- $39,846,063
- Net assets (BOY)
- $34,291,387
Income & contributions
- Employer contributions
- $1,112,025
- Participant contributions
- $964,478
- Total contributions
- $2,102,797
- Total income / additions
- $9,131,175
Expenses & distributions
- Benefits paid
- $3,506,339
- Administrative expenses
- $70,160
- Total expenses
- $3,576,499
- Net increase / (decrease)
- $5,554,676
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Setaway LLC | THIRD PARTY ADMIN | $9,483 | not reported in the loaded dataset | 2023 |
| Mcsoley Mccoy & Co. | ACCOUNTANT/AUDIT | $8,737 | not reported in the loaded dataset | 2023 |
| Strategic Advisors In | ADVISOR | $6,139 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Four Seasons Orthopaedic Center, Pa
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Nashua, NH
- Global Retirement Partners LLC — Schedule C compensation
- Setaway LLC — Schedule C compensation
- Mcsoley Mccoy & Co. — Schedule C compensation
- Strategic Advisors In — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation