Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan — Form 5500 plan (Syracuse Orthopedic Specialists, P.C.)

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, Syracuse Orthopedic Specialists, P.C. Defined Benefit Pension Plan is a benefit plan reported by Syracuse Orthopedic Specialists, P.C. under EIN 16-0992982 and plan number 003. The latest loaded filing year is 2023. The filing reports 698 participants and $26,905,730 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Syracuse Orthopedic Specialists, P.C.
EIN
16-0992982
Plan number
003
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
698
End-of-year plan assets
$26,905,730

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241010081532NAL0019784721001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,905,730
Total liabilities (EOY)
$0
Net assets (EOY)
$26,905,730
Net assets (BOY)
$23,260,435

Income & contributions

Employer contributions
$1,954,750
Participant contributions
$0
Total contributions
$1,954,750
Total income / additions
$4,129,995

Expenses & distributions

Benefits paid
$258,174
Administrative expenses
$226,526
Total expenses
$484,700
Net increase / (decrease)
$3,645,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
M&T BankNONE$95,378$02023
Bpas Actuarial & Pension ServicesNONE$61,125not reported in the loaded dataset2023
Bonadio & Co., LlpNONE$8,200not reported in the loaded dataset2023

Related Form 5500 pages