Gem City Bone & Joint, P.C. Pension 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. Pension Plan is a benefit plan reported by Gem City Bone & Joint, P.C. under EIN 83-0219655 and plan number 004. The latest loaded filing year is 2023. The filing reports 175 participants and $8,250,368 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
004
Plan type
2
Location
Laramie, WY
Latest filing year
2023
Participants
175
End-of-year plan assets
$8,250,368

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241015104637NAL0028105649001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,250,368
Total liabilities (EOY)
$0
Net assets (EOY)
$8,250,368
Net assets (BOY)
$6,140,260

Income & contributions

Employer contributions
$2,000,000
Participant contributions
$0
Total contributions
$2,000,000
Total income / additions
$2,144,079

Expenses & distributions

Benefits paid
$2,249
Administrative expenses
$31,722
Total expenses
$33,971
Net increase / (decrease)
$2,110,108

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Management Advisors, LLCnot reported in the loaded dataset$33,992$02023

Related Form 5500 pages