West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan — Form 5500 plan (West Tennessee Bone & Joint Clinic, P.C.)
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, West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan is a benefit plan reported by West Tennessee Bone & Joint Clinic, P.C. under EIN 62-0913372 and plan number 002. The latest loaded filing year is 2023. The filing reports 249 participants and $33,000,134 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- West Tennessee Bone & Joint Clinic, P.C.
- EIN
- 62-0913372
- Plan number
- 002
- Plan type
- 2
- Location
- Jackson, TN
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $33,000,134
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20240522082226NAL0003765745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,000,134
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,000,134
- Net assets (BOY)
- $27,074,398
Income & contributions
- Employer contributions
- $1,055,425
- Participant contributions
- $1,217,598
- Total contributions
- $2,282,973
- Total income / additions
- $7,005,521
Expenses & distributions
- Benefits paid
- $993,050
- Administrative expenses
- $86,735
- Total expenses
- $1,079,785
- Net increase / (decrease)
- $5,925,736
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Partners Group, LLC | INVESTMENT ADVISOR | $51,433 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $22,464 | $0 | 2023 |
| Hub International Gulf South Limite | CONTRACT ADMIN. | $3,835 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for West Tennessee Bone & Joint Clinic, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Jackson, TN
- Financial Partners Group, LLC — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Hub International Gulf South Limite — Schedule C compensation