Indiana Spine Group, P.C. Retirement Savings Plan — Form 5500 plan (Indiana Spine Group, 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, Indiana Spine Group, P.C. Retirement Savings Plan is a benefit plan reported by Indiana Spine Group, P.C. under EIN 35-2149412 and plan number 001. The latest loaded filing year is 2023. The filing reports 176 participants and $29,940,349 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indiana Spine Group, P.C.
- EIN
- 35-2149412
- Plan number
- 001
- Plan type
- 2
- Location
- Carmel, IN
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $29,940,349
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20240807160025NAL0006506800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,940,349
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,940,349
- Net assets (BOY)
- $23,948,039
Income & contributions
- Employer contributions
- $919,096
- Participant contributions
- $1,072,876
- Total contributions
- $1,999,109
- Total income / additions
- $6,800,279
Expenses & distributions
- Benefits paid
- $760,670
- Administrative expenses
- $40,169
- Total expenses
- $807,969
- Net increase / (decrease)
- $5,992,310
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $33,891 | $0 | 2023 |
| Procourse Fiduciary Advisors, LLC | INVESTMENT ADVISOR | $15,998 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,757 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indiana Spine Group, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Carmel, IN
- Empower Annuity Insurance Company — Schedule C compensation
- Procourse Fiduciary Advisors, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation