New Mexico Orthopaedic Associates, Pc 401(K) Profit Sharing Plan — Form 5500 plan (New Mexico Orthopaedic Associates, 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, New Mexico Orthopaedic Associates, Pc 401(K) Profit Sharing Plan is a benefit plan reported by New Mexico Orthopaedic Associates, P.C. under EIN 85-0291612 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $47,030,784 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- New Mexico Orthopaedic Associates, P.C.
- EIN
- 85-0291612
- Plan number
- 002
- Plan type
- 2
- Location
- Albuquerque, NM
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $47,030,784
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241010124018NAL0020979793001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $47,030,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $47,030,784
- Net assets (BOY)
- $40,479,293
Income & contributions
- Employer contributions
- $2,030,932
- Participant contributions
- $1,492,277
- Total contributions
- $3,696,741
- Total income / additions
- $9,878,409
Expenses & distributions
- Benefits paid
- $3,186,247
- Administrative expenses
- $140,671
- Total expenses
- $3,326,918
- Net increase / (decrease)
- $6,551,491
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nfp Retirement, Inc. | ADVISOR | $81,805 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, LLC | RECORDKEEPER | $45,933 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group Southwest | RECORDKEEPER | $12,202 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for New Mexico Orthopaedic Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NM
- 401(k) and benefit plan filings in Albuquerque, NM
- Nfp Retirement, Inc. — Schedule C compensation
- Sentinel Benefits Group, LLC — Schedule C compensation
- Alliance Benefit Group Southwest — Schedule C compensation