Orthopaedic Medical Group Of Tampa Bay, P. A. 401(K) Plan — Form 5500 plan (Orthopaedic Medical Group Of Tampa Bay, 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 Medical Group Of Tampa Bay, P. A. 401(K) Plan is a benefit plan reported by Orthopaedic Medical Group Of Tampa Bay, P.A. under EIN 59-1830246 and plan number 006. The latest loaded filing year is 2023. The filing reports 128 participants and $5,633,235 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Medical Group Of Tampa Bay, P.A.
EIN
59-1830246
Plan number
006
Plan type
2
Location
Lithia, FL
Latest filing year
2023
Participants
128
End-of-year plan assets
$5,633,235

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023128H, C20240913151354NAL0005149203001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,633,235
Total liabilities (EOY)
$2,195
Net assets (EOY)
$5,631,040
Net assets (BOY)
$4,336,961

Income & contributions

Employer contributions
$218,905
Participant contributions
$385,610
Total contributions
$604,515
Total income / additions
$1,412,670

Expenses & distributions

Benefits paid
$92,268
Administrative expenses
$26,323
Total expenses
$118,591
Net increase / (decrease)
$1,294,079

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northwestern Mutual Investment ServBROKER$0$14,3692023
AscensusTPA$0$3,7722023
MorningstarINVESTMENT ADVISORY PLAN$0$8022023

Related Form 5500 pages