Orthosouth 401(K) Profit Sharing Plan — Form 5500 plan (Msk Group, Pc Dba Orthosouth)
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, Orthosouth 401(K) Profit Sharing Plan is a benefit plan reported by Msk Group, Pc Dba Orthosouth under EIN 62-0819926 and plan number 001. The latest loaded filing year is 2023. The filing reports 476 participants and $79,216,402 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Msk Group, Pc Dba Orthosouth
- EIN
- 62-0819926
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 476
- End-of-year plan assets
- $79,216,402
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 476 | H, C | 20241015142453NAL0016617683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $79,216,402
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $79,216,402
- Net assets (BOY)
- $67,934,734
Income & contributions
- Employer contributions
- $2,599,839
- Participant contributions
- $1,838,229
- Total contributions
- $4,973,864
- Total income / additions
- $15,498,227
Expenses & distributions
- Benefits paid
- $3,904,105
- Administrative expenses
- $312,454
- Total expenses
- $4,216,559
- Net increase / (decrease)
- $11,281,668
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $113,560 | $0 | 2023 |
| Raymond James Financial Services | BROKER | $69,479 | not reported in the loaded dataset | 2023 |
| J. P. Morgan Securities LLC | RIA | $0 | $65,506 | 2023 |
| Ftb Advisors, Inc. | BROKER | $32,771 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | BROKER | $25,035 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Company, Inc. | BROKER | $15,660 | not reported in the loaded dataset | 2023 |
| Burleigh Consulting Group, Inc. | OTHER SERVICES | $0 | $12,572 | 2023 |
| Diversified Trust Company, Inc. | BROKER | $12,424 | not reported in the loaded dataset | 2023 |
| Wells Fargo Advisors | BROKER | $4,105 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Msk Group, Pc Dba Orthosouth
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Principal Life Insurance Company — Schedule C compensation
- Raymond James Financial Services — Schedule C compensation
- J. P. Morgan Securities LLC — Schedule C compensation
- Ftb Advisors, Inc. — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation
- Charles Schwab & Company, Inc. — Schedule C compensation
- Burleigh Consulting Group, Inc. — Schedule C compensation
- Diversified Trust Company, Inc. — Schedule C compensation
- Wells Fargo Advisors — Schedule C compensation