Gem City Bone & Joint, P.C. 401(K) Plan — Form 5500 plan (Gem City Bone & Joint, 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, Gem City Bone & Joint, P.C. 401(K) Plan is a benefit plan reported by Gem City Bone & Joint, P.C. under EIN 83-0219655 and plan number 003. The latest loaded filing year is 2023. The filing reports 233 participants and $16,303,405 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gem City Bone & Joint, P.C.
- EIN
- 83-0219655
- Plan number
- 003
- Plan type
- 2
- Location
- Laramine, WY
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $16,303,405
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241015074110NAL0027772241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,303,405
- Net assets (EOY)
- $16,303,405
- Net assets (BOY)
- $14,002,817
Income & contributions
- Employer contributions
- $448,921
- Participant contributions
- $775,388
- Total contributions
- $1,333,137
- Total income / additions
- $3,369,600
Expenses & distributions
- Benefits paid
- $987,121
- Administrative expenses
- $81,891
- Total expenses
- $1,069,012
- Net increase / (decrease)
- $2,300,588
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide Management Advisors, LLC | RECORDKEEPER | $19,177 | $4,322 | 2023 |
| Leafhouse Financial Advisors LLC | FINANCIAL ADVISOR | $19,603 | $0 | 2023 |
| Wealth Management Advisors, LLC | FINANCIAL ADVISOR | $19,593 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gem City Bone & Joint, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in WY
- 401(k) and benefit plan filings in Laramine, WY
- Nationwide Management Advisors, LLC — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Wealth Management Advisors, LLC — Schedule C compensation