Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing And 401(K) Plan — Form 5500 plan (Magnolia Orthopaedics & Sports Medicine Clinic)

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, Magnolia Orthopaedics & Sports Medicine Clinic Profit Sharing And 401(K) Plan is a benefit plan reported by Magnolia Orthopaedics & Sports Medicine Clinic under EIN 64-0846443 and plan number 001. The latest loaded filing year is 2023. The filing reports 24 participants and $7,735,977 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Magnolia Orthopaedics & Sports Medicine Clinic
EIN
64-0846443
Plan number
001
Plan type
2
Location
Corinth, MS
Latest filing year
2023
Participants
24
End-of-year plan assets
$7,735,977

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202324I20240801091213NAL0022752801001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$7,735,977
Total liabilities (EOY)
$0
Net assets (EOY)
$7,735,977
Net assets (BOY)
$7,985,158

Income & contributions

Employer contributions
$240,965
Participant contributions
$127,021
Total income / additions
$1,774,537

Expenses & distributions

Benefits paid
$2,004,512
Administrative expenses
$19,206
Total expenses
$2,023,718
Net increase / (decrease)
-$249,181

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages