Alphatec Spine, Inc. 401(K) Plan — Form 5500 plan (Alphatec Spine, 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, Alphatec Spine, Inc. 401(K) Plan is a benefit plan reported by Alphatec Spine, Inc. under EIN 33-0412288 and plan number 001. The latest loaded filing year is 2023. The filing reports 711 participants and $43,161,752 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alphatec Spine, Inc.
- EIN
- 33-0412288
- Plan number
- 001
- Plan type
- 2
- Location
- Carlsbad, CA
- Latest filing year
- 2023
- Participants
- 711
- End-of-year plan assets
- $43,161,752
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 711 | H, C | 20241015151821NAL0048619248001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,161,752
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,161,752
- Net assets (BOY)
- $27,361,651
Income & contributions
- Employer contributions
- $1,917,760
- Participant contributions
- $5,326,083
- Total contributions
- $12,629,749
- Total income / additions
- $18,632,468
Expenses & distributions
- Benefits paid
- $2,671,156
- Administrative expenses
- $161,211
- Total expenses
- $2,832,367
- Net increase / (decrease)
- $15,800,101
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Marsh Mclennan Securities | RIA | $49,372 | not reported in the loaded dataset | 2023 |
| San Diego Pension Consultants | TPA | $29,328 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | RIA | $14,520 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance | RECORDKEEPER | $1,058 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alphatec Spine, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Carlsbad, CA
- Marsh Mclennan Securities — Schedule C compensation
- San Diego Pension Consultants — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- John Hancock Life Insurance — Schedule C compensation