Tennessee Orthopaedic Alliance 401(K) & Profit Sharing Plan — Form 5500 plan (Tennessee Orthopaedic Alliance, 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, Tennessee Orthopaedic Alliance 401(K) & Profit Sharing Plan is a benefit plan reported by Tennessee Orthopaedic Alliance, P.A. under EIN 62-0862316 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,662 participants and $207,234,631 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tennessee Orthopaedic Alliance, P.A.
- EIN
- 62-0862316
- Plan number
- 003
- Plan type
- 2
- Location
- Nashville, TN
- Latest filing year
- 2023
- Participants
- 1,662
- End-of-year plan assets
- $207,234,631
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,662 | H, C | 20241015170319NAL0030432465001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $207,234,631
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $207,234,631
- Net assets (BOY)
- $172,363,232
Income & contributions
- Employer contributions
- $9,527,087
- Participant contributions
- $6,642,754
- Total contributions
- $23,828,596
- Total income / additions
- $52,411,641
Expenses & distributions
- Benefits paid
- $16,983,947
- Administrative expenses
- $556,295
- Total expenses
- $17,540,242
- Net increase / (decrease)
- $34,871,399
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Janney Montgomery Scott, LLC | NONE | $253,543 | $0 | 2023 |
| Nwps | NONE | $104,386 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $60,372 | $0 | 2023 |
| Northwestern Mutual | NONE | $37,192 | $0 | 2023 |
| Fidelity Investments | NONE | $24,061 | $0 | 2023 |
| Robert W. Baird | NONE | $22,020 | $0 | 2023 |
| Charles Schwab | NONE | $19,149 | $0 | 2023 |
| Merrill Lynch | NONE | $18,842 | $0 | 2023 |
| Ubs Financial Services | NONE | $8,345 | $0 | 2023 |
| Pershing LLC | NONE | $8,085 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tennessee Orthopaedic Alliance, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Nashville, TN
- Janney Montgomery Scott, LLC — Schedule C compensation
- Nwps — Schedule C compensation
- Matrix Trust Company — Schedule C compensation
- Northwestern Mutual — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Robert W. Baird — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- Ubs Financial Services — Schedule C compensation
- Pershing LLC — Schedule C compensation