Instride Foot And Ankle Specialists, Pllc 401k — Form 5500 plan (Instride Foot & Ankle Specialist Pllc)
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, Instride Foot And Ankle Specialists, Pllc 401k is a benefit plan reported by Instride Foot & Ankle Specialist Pllc under EIN 30-0700851 and plan number 001. The latest loaded filing year is 2023. The filing reports 268 participants and $18,132,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Instride Foot & Ankle Specialist Pllc
- EIN
- 30-0700851
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NC
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $18,132,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241008120810NAL0017513105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,132,312
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,132,312
- Net assets (BOY)
- $14,838,491
Income & contributions
- Employer contributions
- $395,289
- Participant contributions
- $1,123,434
- Total contributions
- $1,528,279
- Total income / additions
- $5,344,913
Expenses & distributions
- Benefits paid
- $1,963,036
- Administrative expenses
- $88,056
- Total expenses
- $2,051,092
- Net increase / (decrease)
- $3,293,821
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $49,923 | $0 | 2023 |
| Resources Investment Advisors. | NONE | $20,867 | not reported in the loaded dataset | 2023 |
| One Digital Investment Advisors | NONE | $12,962 | not reported in the loaded dataset | 2023 |
| Nextcapital Group, Inc. | NONE | $4,279 | not reported in the loaded dataset | 2023 |
| Td Ameritrade, Inc. | NONE | $25 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Instride Foot & Ankle Specialist Pllc
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Concord, NC
- Ascensus LLC — Schedule C compensation
- Resources Investment Advisors. — Schedule C compensation
- One Digital Investment Advisors — Schedule C compensation
- Nextcapital Group, Inc. — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation