Orthopaedic Clinic Of Daytona Beach, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopaedic Clinic Of Daytona Beach , P.A.)
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, Orthopaedic Clinic Of Daytona Beach, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopaedic Clinic Of Daytona Beach , P.A. under EIN 59-1281292 and plan number 005. The latest loaded filing year is 2023. The filing reports 162 participants and $19,612,636 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Clinic Of Daytona Beach , P.A.
- EIN
- 59-1281292
- Plan number
- 005
- Plan type
- 2
- Location
- Daytona Beach, FL
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $19,612,636
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241008110209NAL0016488545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,612,636
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,612,636
- Net assets (BOY)
- $15,729,694
Income & contributions
- Employer contributions
- $667,374
- Participant contributions
- $551,381
- Total contributions
- $1,241,300
- Total income / additions
- $4,125,920
Expenses & distributions
- Benefits paid
- $169,928
- Administrative expenses
- $73,050
- Total expenses
- $242,978
- Net increase / (decrease)
- $3,882,942
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Advus Financial Partners LLC | INVESTMENT ADVISOR | $39,110 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $27,660 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,527 | not reported in the loaded dataset | 2023 |
| Economic Group Pension Services | CONTRACT ADMIN | $1,725 | not reported in the loaded dataset | 2023 |
| Other | OTHER | $28 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Clinic Of Daytona Beach , P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Daytona Beach, FL
- Advus Financial Partners LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Economic Group Pension Services — Schedule C compensation
- Other — Schedule C compensation