Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan — Form 5500 plan (Southlake Orthopaedics Sports Medicine & Spine Center, 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, Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan is a benefit plan reported by Southlake Orthopaedics Sports Medicine & Spine Center, P.C. under EIN 72-1353855 and plan number 001. The latest loaded filing year is 2023. The filing reports 104 participants and $15,424,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southlake Orthopaedics Sports Medicine & Spine Center, P.C.
- EIN
- 72-1353855
- Plan number
- 001
- Plan type
- 2
- Location
- Birmingham, AL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 104 | H, C | 20241021111402NAL0002351312001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $15,424,017
- Net assets (EOY)
- $15,424,017
- Net assets (BOY)
- $13,791,811
Income & contributions
- Employer contributions
- $814,358
- Participant contributions
- $522,112
- Total contributions
- $1,345,416
- Total income / additions
- $3,012,462
Expenses & distributions
- Benefits paid
- $1,332,883
- Administrative expenses
- $47,373
- Total expenses
- $1,380,256
- Net increase / (decrease)
- $1,632,206
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insruance Company | CONTRACT ADMINISTRATOR | $24,355 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $21,986 | $14 | 2023 |
| Pearce Bevill Leesburg Moore Pc | CONTRACT ADMINISTRATOR | $1,025 | $4,458 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southlake Orthopaedics Sports Medicine & Spine Center, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in AL
- 401(k) and benefit plan filings in Birmingham, AL
- Principal Life Insruance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Pearce Bevill Leesburg Moore Pc — Schedule C compensation