Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust — Form 5500 plan (Baton Rouge Orthopaedic Clinic, LLC)
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, Baton Rouge Orthopaedic Clinic, LLC Profit Sharing Plan And Trust is a benefit plan reported by Baton Rouge Orthopaedic Clinic, LLC under EIN 72-1460193 and plan number 001. The latest loaded filing year is 2023. The filing reports 381 participants and $71,158,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Baton Rouge Orthopaedic Clinic, LLC
- EIN
- 72-1460193
- Plan number
- 001
- Plan type
- 2
- Location
- Baton Rouge, LA
- Latest filing year
- 2023
- Participants
- 381
- End-of-year plan assets
- $71,158,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 381 | H, C | 20250128093653NAL0026539746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $71,158,005
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $71,158,005
- Net assets (BOY)
- $58,477,445
Income & contributions
- Employer contributions
- $3,126,602
- Participant contributions
- $1,552,695
- Total contributions
- $4,679,297
- Total income / additions
- $14,020,762
Expenses & distributions
- Benefits paid
- $905,368
- Administrative expenses
- $434,834
- Total expenses
- $1,340,202
- Net increase / (decrease)
- $12,680,560
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $80,234 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $69,619 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $56,936 | not reported in the loaded dataset | 2023 |
| Pershing | NONE | $50,792 | not reported in the loaded dataset | 2023 |
| Regions Bank | NONE | $34,183 | not reported in the loaded dataset | 2023 |
| Materne Wealth Advisers LLC | NONE | $32,562 | not reported in the loaded dataset | 2023 |
| Wells Fargo | NONE | $20,051 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $17,978 | not reported in the loaded dataset | 2023 |
| Fidelity | NONE | $17,008 | not reported in the loaded dataset | 2023 |
| Old Growth Capital | NONE | $12,799 | not reported in the loaded dataset | 2023 |
| Trinity Capital Management | NONE | $12,644 | not reported in the loaded dataset | 2023 |
| Montz Harcus Wealth | NONE | $11,814 | not reported in the loaded dataset | 2023 |
| Dent Asset Management | NONE | $8,819 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Baton Rouge Orthopaedic Clinic, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Baton Rouge, LA
- Oneamerica Retirement Services LLC — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Raymond James — Schedule C compensation
- Pershing — Schedule C compensation
- Regions Bank — Schedule C compensation
- Materne Wealth Advisers LLC — Schedule C compensation
- Wells Fargo — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Fidelity — Schedule C compensation
- Old Growth Capital — Schedule C compensation
- Trinity Capital Management — Schedule C compensation
- Montz Harcus Wealth — Schedule C compensation
- Dent Asset Management — Schedule C compensation
- Matrix Trust Company — Schedule C compensation