Southeast Orthopedic Specialists 401(K) Plan And Trust — Form 5500 plan (Southeast Orthopedic Specialists, LLC)
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, Southeast Orthopedic Specialists 401(K) Plan And Trust is a benefit plan reported by Southeast Orthopedic Specialists, LLC under EIN 59-3696338 and plan number 002. The latest loaded filing year is 2023. The filing reports 350 participants and $20,697,256 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southeast Orthopedic Specialists, LLC
- EIN
- 59-3696338
- Plan number
- 002
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
- Participants
- 350
- End-of-year plan assets
- $20,697,256
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 350 | H, C | 20250501182953NAL0003554625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,697,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,697,256
- Net assets (BOY)
- $16,668,805
Income & contributions
- Employer contributions
- $531,685
- Participant contributions
- $1,320,706
- Total contributions
- $1,852,391
- Total income / additions
- $4,763,647
Expenses & distributions
- Benefits paid
- $674,768
- Administrative expenses
- $60,428
- Total expenses
- $735,196
- Net increase / (decrease)
- $4,028,451
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors | INVESTMENT PROVIDER | $27,008 | not reported in the loaded dataset | 2023 |
| Retirement Solutions Specialists | THIRD PARTY ADMINISTRATO | $0 | $8,314 | 2023 |
| Independent Financial Partners | SERVICE PROVIDER | $8,151 | not reported in the loaded dataset | 2023 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southeast Orthopedic Specialists, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Jacksonville, FL
- Onedigital Investment Advisors — Schedule C compensation
- Retirement Solutions Specialists — Schedule C compensation
- Independent Financial Partners — Schedule C compensation
- Voya Retirement Insurance And Annui — Schedule C compensation