Kennedy, White & Riggs Orthopaedic Surgery, 401(K) Plan — Form 5500 plan (Kennedy, White & Riggs Orthopaedic Surgery)
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, Kennedy, White & Riggs Orthopaedic Surgery, 401(K) Plan is a benefit plan reported by Kennedy, White & Riggs Orthopaedic Surgery under EIN 59-2227075 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $13,294,029 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$13.3MPlan net assets, end of year$13,294,029
Participants137Covered participants reported
Assets / participant$97KComputed: assets ÷ participants$97,037 (computed)
Provider compensation$38.8K2 Schedule C provider row(s)$38,849
- Plan sponsor
- Kennedy, White & Riggs Orthopaedic Surgery
- EIN
- 59-2227075
- Plan number
- 001
- Plan type
- 2
- Location
- Sarasota, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20240920080753NAL0012598656001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$13.3M total assets
Net assets$13.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $13,294,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,294,029
- Net assets (BOY)
- $12,074,072
Income & contributions
- Employer contributions
- $346,922
- Participant contributions
- $759,296
- Total contributions
- $1,106,218
- Total income / additions
- $3,230,544
Expenses & distributions
- Benefits paid
- $1,971,738
- Administrative expenses
- $38,849
- Total expenses
- $2,010,587
- Net increase / (decrease)
- $1,219,957
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income61%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Level Four Advisory Services, LLC | NONE | $23,094 | not reported in the loaded dataset | 2023 |
| Cpi Qualified Plan Consultants, Inc | NONE | $15,755 | not reported in the loaded dataset | 2023 |