Nebraska Spine Center, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Nebraska Spine Center, Llp)
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, Nebraska Spine Center, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Nebraska Spine Center, Llp under EIN 47-0813040 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $20,321,391 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nebraska Spine Center, Llp
- EIN
- 47-0813040
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 120
- End-of-year plan assets
- $20,321,391
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 120 | H, C | 20240829163938NAL0013750881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,321,391
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,321,391
- Net assets (BOY)
- $17,582,727
Income & contributions
- Employer contributions
- $693,200
- Participant contributions
- $768,106
- Total contributions
- $1,461,306
- Total income / additions
- $4,641,995
Expenses & distributions
- Benefits paid
- $1,828,602
- Administrative expenses
- $74,729
- Total expenses
- $1,903,331
- Net increase / (decrease)
- $2,738,664
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwestern Mut Inv Srv LLC | INVESTMENT ADVISORY | $38,349 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | TPA | $20,599 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | RECORDKEEPER | $10,843 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions | INVESTMENT ADVISORY | $7,670 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nebraska Spine Center, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Northwestern Mut Inv Srv LLC — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Envestnet Retirement Solutions — Schedule C compensation