Spinal Group, Inc. 401(K) Plan — Form 5500 plan (Spinal Group, Inc.)
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, Spinal Group, Inc. 401(K) Plan is a benefit plan reported by Spinal Group, Inc. under EIN 04-3440041 and plan number 001. The latest loaded filing year is 2023. The filing reports 123 participants and $11,887,351 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$0Plan net assets, end of year
Participants123Covered participants reported
Assets / participant$0Computed: assets ÷ participants$0 (computed)
Provider compensation$47K5 Schedule C provider row(s)$46,967
- Plan sponsor
- Spinal Group, Inc.
- EIN
- 04-3440041
- Plan number
- 001
- Plan type
- 2
- Location
- West Yarmouth, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 123 | H, C | 20241003054034NAL0016288160001 |
| 2023 | 112 | H, C | 20241213153637NAL0021048800001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $11,887,351
Income & contributions
- Total contributions
- $0
- Total income / additions
- -$172,768
Expenses & distributions
- Benefits paid
- $14,080
- Administrative expenses
- $4,565
- Total expenses
- $18,645
- Net increase / (decrease)
- -$191,413
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors, Inc. | CONSULTANT | $25,430 | $0 | 2023 |
| Fiondella, Milone & Lasaracina Llp | ACCOUNTANT | $10,500 | $0 | 2023 |
| Coastal Capital Group, Inc. | INVESTMENT/FINANCIAL ADVI | $8,569 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $2,468 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Spinal Group, Inc.
- 2023 Form 5500 filing
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in West Yarmouth, MA
- Resources Investment Advisors, Inc. — Schedule C compensation
- Fiondella, Milone & Lasaracina Llp — Schedule C compensation
- Coastal Capital Group, Inc. — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation