Specialty Orthopedic Group Of Ms, LLC 401(K) Plan — Form 5500 plan (Specialty Orthopedic Group Of Ms, 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, Specialty Orthopedic Group Of Ms, LLC 401(K) Plan is a benefit plan reported by Specialty Orthopedic Group Of Ms, LLC under EIN 47-4372269 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $5,552,808 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Specialty Orthopedic Group Of Ms, LLC
- EIN
- 47-4372269
- Plan number
- 001
- Plan type
- 2
- Location
- Tupelo, MS
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $5,552,808
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015115855NAL0029502097001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,552,808
- Net assets (EOY)
- $5,552,808
- Net assets (BOY)
- $4,377,389
Income & contributions
- Employer contributions
- $339,703
- Participant contributions
- $523,266
- Total contributions
- $862,969
- Total income / additions
- $1,522,289
Expenses & distributions
- Benefits paid
- $286,636
- Administrative expenses
- $60,234
- Total expenses
- $346,870
- Net increase / (decrease)
- $1,175,419
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Bankplus Wealth Management | NONE | $37,617 | not reported in the loaded dataset | 2023 |
| Epic Retirement Services | NONE | $21,779 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $837 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Specialty Orthopedic Group Of Ms, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MS
- 401(k) and benefit plan filings in Tupelo, MS
- Bankplus Wealth Management — Schedule C compensation
- Epic Retirement Services — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation