Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan — Form 5500 plan (Vann Virginia Center For Orthopaedics, 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, Atlantic Orthopaedic Specialists 401(K) Profit Sharing Retirement Plan is a benefit plan reported by Vann Virginia Center For Orthopaedics, P.C. under EIN 54-1869072 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $24,811,241 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vann Virginia Center For Orthopaedics, P.C.
- EIN
- 54-1869072
- Plan number
- 001
- Plan type
- 2
- Location
- Virginia Beach, VA
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $24,811,241
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240723134613NAL0019829824001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,811,241
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,811,241
- Net assets (BOY)
- $22,125,481
Income & contributions
- Employer contributions
- $890,039
- Participant contributions
- $760,630
- Total contributions
- $1,678,698
- Total income / additions
- $5,082,826
Expenses & distributions
- Benefits paid
- $2,336,031
- Administrative expenses
- $61,035
- Total expenses
- $2,397,066
- Net increase / (decrease)
- $2,685,760
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | INVESTMENT ADVISOR | $52,048 | not reported in the loaded dataset | 2023 |
| Jpmorgan Investment Holdings LLC | RECORDKEEPER | $5,026 | $0 | 2023 |
| Pbmares, Llp | TPA | $3,962 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vann Virginia Center For Orthopaedics, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Virginia Beach, VA
- Cambridge Investment Research, Inc. — Schedule C compensation
- Jpmorgan Investment Holdings LLC — Schedule C compensation
- Pbmares, Llp — Schedule C compensation