Plan5500

The Center For Bone And Joint Disease, P.A. Profit Sharing Plan — Form 5500 plan (The Center For Bone And Joint Disease, 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, The Center For Bone And Joint Disease, P.A. Profit Sharing Plan is a benefit plan reported by The Center For Bone And Joint Disease, P.A. under EIN 59-1559073 and plan number 004. The latest loaded filing year is 2023. The filing reports 161 participants and $12,991,867 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Center For Bone And Joint Disease, P.A.
EIN
59-1559073
Plan number
004
Plan type
2
Location
Hudson, FL
Latest filing year
2023
Participants
161
End-of-year plan assets
$12,991,867

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015112817NAL0014487795001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,991,867
Total liabilities (EOY)
$645
Net assets (EOY)
$12,991,222
Net assets (BOY)
$10,520,720

Income & contributions

Employer contributions
$479,912
Participant contributions
$604,885
Total contributions
$1,168,857
Total income / additions
$2,814,402

Expenses & distributions

Benefits paid
$322,910
Administrative expenses
$20,990
Total expenses
$343,900
Net increase / (decrease)
$2,470,502

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Consulting Services, IncINVESTMENT ADVISOR$20,990not reported in the loaded dataset2023
Charles Schwab & Co., Inc.CUSTODIAN$660$02023

Related Form 5500 pages