How many benefit plans does Jacksonville Orthopaedic Institute, Inc. report on Form 5500?

Jacksonville Orthopaedic Institute, Inc. (EIN 59-3120987) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Jacksonville Orthopaedic Institute, Inc.?

The Employer Identification Number (EIN) reported for Jacksonville Orthopaedic Institute, Inc. is 59-3120987.

What is the latest Form 5500 filing year for Jacksonville Orthopaedic Institute, Inc.?

The latest loaded Form 5500 filing year for Jacksonville Orthopaedic Institute, Inc. is 2023.

Jacksonville Orthopaedic Institute, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Jacksonville Orthopaedic Institute, Inc. (EIN 59-3120987) is a plan sponsor located in Jacksonville, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 59-3120987
Location: Jacksonville, FL
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $76,647,725
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $76,647,725

Contributions & income

Employer contributions: $2,517,272
Participant contributions: $1,817,165
Total income / additions: $16,160,943

Expenses & distributions

Benefits paid / distributions: $6,782,947
Total expenses: $6,874,787
Net increase / (decrease): $9,286,156

Coverage

Total reported participants: 902
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Jacksonville Orthopaedic Institute, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust	001	507	$76,647,725	2023
Jacksonville Orthopaedic Institute Welfare Benefits Plan	501	395	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Jacksonville Orthopaedic Institute, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Jacksonville Orthopaedic Institute Welfare Benefits Plan	395	—	20240923125957NAL0011378545001
2023	Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust	507	H, C	20250110101222NAL0022564864001