U.S. Foot And Ankle Specialists 401(K) Plan — Form 5500 plan (Foot And Ankle Specialists Of The Mid Atlantic, LLC)
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, U.S. Foot And Ankle Specialists 401(K) Plan is a benefit plan reported by Foot And Ankle Specialists Of The Mid Atlantic, LLC under EIN 27-3846421 and plan number 001. The latest loaded filing year is 2023. The filing reports 769 participants and $38,696,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Foot And Ankle Specialists Of The Mid Atlantic, LLC
- EIN
- 27-3846421
- Plan number
- 001
- Plan type
- 3
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 769
- End-of-year plan assets
- $38,696,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 769 | H, C | 20241015143120NAL0014847043001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,696,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,696,007
- Net assets (BOY)
- $23,109,363
Income & contributions
- Employer contributions
- $2,208,763
- Participant contributions
- $5,034,350
- Total contributions
- $12,715,518
- Total income / additions
- $17,675,632
Expenses & distributions
- Benefits paid
- $1,939,218
- Administrative expenses
- $149,770
- Total expenses
- $2,088,988
- Net increase / (decrease)
- $15,586,644
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $28,485 | $0 | 2023 |
| Retirement Planners & Administrator | TPA | $25,225 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $22,578 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services Inc Dba | INVESTMENT MGMT | $20,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Foot And Ankle Specialists Of The Mid Atlantic, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Empower Annuity Ins Co Of America — Schedule C compensation
- Retirement Planners & Administrator — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gallagher Benefit Services Inc Dba — Schedule C compensation