Tulsa Bone And Joint Associates Retirement Plan — Form 5500 plan (Tulsa Bone And Joint Associates, 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, Tulsa Bone And Joint Associates Retirement Plan is a benefit plan reported by Tulsa Bone And Joint Associates, Inc. under EIN 73-1551429 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $39,251,239 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tulsa Bone And Joint Associates, Inc.
- EIN
- 73-1551429
- Plan number
- 001
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $39,251,239
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20241010171543NAL0011769155001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $39,251,239
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,251,239
- Net assets (BOY)
- $31,688,708
Income & contributions
- Employer contributions
- $1,540,825
- Participant contributions
- $1,353,577
- Total contributions
- $2,896,783
- Total income / additions
- $8,530,898
Expenses & distributions
- Benefits paid
- $821,686
- Administrative expenses
- $146,681
- Total expenses
- $968,367
- Net increase / (decrease)
- $7,562,531
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cetera Advisor Networks LLC | NONE | $55,152 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $41,338 | $0 | 2023 |
| Mariner Wealth Advisors | NONE | $34,131 | not reported in the loaded dataset | 2023 |
| Pasi LLC | NONE | $4,622 | $10,000 | 2023 |
| Empower Advisory Group LLC | NONE | $11,418 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tulsa Bone And Joint Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Tulsa, OK
- Cetera Advisor Networks LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation
- Pasi LLC — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation