Center For Orthopaedics And Spine, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Center For Orthopaedics And Spine, 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, Center For Orthopaedics And Spine, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Center For Orthopaedics And Spine, LLC under EIN 84-3425820 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $18,300,801 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Center For Orthopaedics And Spine, LLC
- EIN
- 84-3425820
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Charles, LA
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $18,300,801
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241010085723NAL0011316051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,300,801
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,300,801
- Net assets (BOY)
- $13,758,806
Income & contributions
- Employer contributions
- $931,575
- Participant contributions
- $780,713
- Total contributions
- $2,135,714
- Total income / additions
- $4,724,412
Expenses & distributions
- Benefits paid
- $167,648
- Administrative expenses
- $14,769
- Total expenses
- $182,417
- Net increase / (decrease)
- $4,541,995
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $11,998 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,661 | $0 | 2023 |
| T.E. Lott & Company, P.A. | CONTRACT ADMIN | $1,375 | $0 | 2023 |
| Gwfs Equities, Inc. | not reported in the loaded dataset | $110 | $0 | 2023 |
| Gwfs Equities, Inc. | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Center For Orthopaedics And Spine, LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Lake Charles, LA
- Empower Annuity Insurance Company — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- T.E. Lott & Company, P.A. — Schedule C compensation
- Gwfs Equities, Inc. — Schedule C compensation