Plan5500

Orthopaedic Center Of South Florida, P.A. 401(K) Plan — Form 5500 plan (Orthopaedic Center Of South Florida, 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, Orthopaedic Center Of South Florida, P.A. 401(K) Plan is a benefit plan reported by Orthopaedic Center Of South Florida, P.A. under EIN 65-0452574 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $24,459,803 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Center Of South Florida, P.A.
EIN
65-0452574
Plan number
001
Plan type
2
Location
Plantation, FL
Latest filing year
2023
Participants
129
End-of-year plan assets
$24,459,803

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20241008142815NAL0008460979001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,459,803
Net assets (EOY)
$24,459,803
Net assets (BOY)
$20,218,191

Income & contributions

Employer contributions
$793,171
Participant contributions
$583,470
Total contributions
$1,376,641
Total income / additions
$4,656,345

Expenses & distributions

Benefits paid
$301,018
Administrative expenses
$98,166
Total expenses
$414,733
Net increase / (decrease)
$4,241,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill LynchINVESTMENT ADVISORY$53,746not reported in the loaded dataset2023
John Hancock Life Insurance CompanyRECORDKEEPER$5,280not reported in the loaded dataset2023

Related Form 5500 pages