Midstate Ortho 401(K) Plan — Form 5500 plan (Midstate Orthopaedic & Sports Medicine Center, Inc.)
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, Midstate Ortho 401(K) Plan is a benefit plan reported by Midstate Orthopaedic & Sports Medicine Center, Inc. under EIN 72-1310991 and plan number 002. The latest loaded filing year is 2023. The filing reports 185 participants and $46 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Midstate Orthopaedic & Sports Medicine Center, Inc.
- EIN
- 72-1310991
- Plan number
- 002
- Plan type
- 2
- Location
- Alexandria, LA
- Latest filing year
- 2023
- Participants
- 185
- End-of-year plan assets
- $46
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 185 | H, C | 20241015125823NAL0028496177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46
- Net assets (BOY)
- $7,697,200
Income & contributions
- Employer contributions
- $135,602
- Participant contributions
- $223,111
- Total contributions
- $367,296
- Total income / additions
- $963,530
Expenses & distributions
- Benefits paid
- $8,547,331
- Administrative expenses
- $58,680
- Total expenses
- $8,660,684
- Net increase / (decrease)
- -$7,697,154
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Haslauer Group, Inc. | TPA | $18,665 | $3,384 | 2023 |
| Independent Financial Partners | INVESTMENT ADVISOR | $16,919 | not reported in the loaded dataset | 2023 |
| Cook, Martin & Poulson, Pc | AUDITOR | $15,823 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $9,259 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Midstate Orthopaedic & Sports Medicine Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Alexandria, LA
- The Haslauer Group, Inc. — Schedule C compensation
- Independent Financial Partners — Schedule C compensation
- Cook, Martin & Poulson, Pc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation