Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Dickson-Diveley Midwest Orthopaedic Clinic, 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, Dickson-Diveley Midwest Orthopaedic Clinic, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Dickson-Diveley Midwest Orthopaedic Clinic, LLC under EIN 43-1424154 and plan number 001. The latest loaded filing year is 2023. The filing reports 593 participants and $45,212,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Dickson-Diveley Midwest Orthopaedic Clinic, LLC
- EIN
- 43-1424154
- Plan number
- 001
- Plan type
- 2
- Location
- Leawood, KS
- Latest filing year
- 2023
- Participants
- 593
- End-of-year plan assets
- $45,212,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 593 | H, C | 20241015132034NAL0028553873001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,212,580
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,212,580
- Net assets (BOY)
- $35,806,561
Income & contributions
- Employer contributions
- $2,981,611
- Participant contributions
- $2,900,610
- Total contributions
- $6,318,820
- Total income / additions
- $12,563,782
Expenses & distributions
- Benefits paid
- $3,032,843
- Administrative expenses
- $124,920
- Total expenses
- $3,157,763
- Net increase / (decrease)
- $9,406,019
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $57,711 | $0 | 2023 |
| Intellicents Investment Solutions I | INVESTMENT ADVISOR | $42,000 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $15,684 | not reported in the loaded dataset | 2023 |
| Capital Mgmt Services Inc | BROKERAGE SERVICES | $6,386 | $0 | 2023 |
| Dynasty Wealth Management LLC | BROKERAGE SERVICES | $1,128 | $0 | 2023 |
| Creative Planning LLC | BROKERAGE SERVICES | $970 | $0 | 2023 |
| Visionary Wealth Advisors LLC | BROKERAGE SERVICES | $590 | $0 | 2023 |
| Dynasty Wealth Management LLC | BROKERAGE SERVICES | $451 | $0 | 2023 |
| Charles Schwab & Co, Inc. | BROKERAGE SERVICES | $401 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Dickson-Diveley Midwest Orthopaedic Clinic, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Leawood, KS
- Empower Annuity Insurance Company O — Schedule C compensation
- Intellicents Investment Solutions I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Capital Mgmt Services Inc — Schedule C compensation
- Dynasty Wealth Management LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Visionary Wealth Advisors LLC — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation