Excelsior Orthopaedics, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Excelsior Orthopaedics Llp)
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, Excelsior Orthopaedics, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Excelsior Orthopaedics Llp under EIN 16-1608040 and plan number 001. The latest loaded filing year is 2023. The filing reports 730 participants and $50,369,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excelsior Orthopaedics Llp
- EIN
- 16-1608040
- Plan number
- 001
- Plan type
- 2
- Location
- Amherst, NY
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $50,369,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20241011143949NAL0037216528001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $50,369,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $50,369,369
- Net assets (BOY)
- $39,279,829
Income & contributions
- Employer contributions
- $2,181,154
- Participant contributions
- $2,670,680
- Total contributions
- $5,004,122
- Total income / additions
- $12,541,338
Expenses & distributions
- Benefits paid
- $1,296,661
- Administrative expenses
- $155,137
- Total expenses
- $1,451,798
- Net increase / (decrease)
- $11,089,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Ins And Annuity Co | NONE | $68,958 | $0 | 2023 |
| Raymond James Financial Services | NONE | $18,637 | not reported in the loaded dataset | 2023 |
| Valiant Retire Inc. | NONE | $17,868 | $0 | 2023 |
| Pratt Collard Buck Advisory Group | NONE | $17,088 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates | NONE | $9,570 | not reported in the loaded dataset | 2023 |
| Sandhill Investment Management | NONE | $8,466 | not reported in the loaded dataset | 2023 |
| Landmark Wealth Management | NONE | $7,927 | not reported in the loaded dataset | 2023 |
| Burns/Nowakowski Group | NONE | $6,544 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | NONE | $0 | $0 | 2023 |
| Commonwealth Equity Services | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Excelsior Orthopaedics Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Amherst, NY
- Voya Retirement Ins And Annuity Co — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- Valiant Retire Inc. — Schedule C compensation
- Pratt Collard Buck Advisory Group — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Sandhill Investment Management — Schedule C compensation
- Landmark Wealth Management — Schedule C compensation
- Burns/Nowakowski Group — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Commonwealth Equity Services — Schedule C compensation