Plan5500

The Orthopaedic Group, P.C. — 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, The Orthopaedic Group, P.C. (EIN 63-1187140) is a plan sponsor located in Mobile, AL with 3 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
63-1187140
Location
Mobile, AL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Orthopaedic Group, P.C.

  • 3 loaded plans hold $63.9M in reported assets.
  • The largest, The Orthopaedic Group, P.C. Profit Sharing Plan, holds 73% of this company's reported plan assets.
  • Plans cover 769 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$63.9MSummed across loaded plans$63,872,375
Total reported assets$63.9M$63,872,375
Total reported participants769
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$63.9M total assets
Net assets$63.9MLiabilities$0
Contributions & income
Employer contributions$2.6M
Participant contributions$862.8K
Total income / additions$12.4M
Expenses & distributions
Benefits paid / distributions$3.3M
Total expenses$3.3M
Net increase / (decrease)$9.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets73%The Orthopaedic Group, P.C. Profit Sharing Plan
Participants per plan256Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Orthopaedic Group, P.C. Profit Sharing Plan$46.8M
    Plan #001 · 287 participants · 2023
  2. 2
    The Orthopaedic Group, P.C. Pension Plan$17.1M
    Plan #002 · 264 participants · 2023
  3. 3
    The Orthopaedic Group, P.C. Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 218 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Orthopaedic Group, P.C.. Open one for its full reported snapshot.

  1. 2023
    The Orthopaedic Group, P.C. Employee Benefits Plan218 participants · 2Sch C
    View filing →
  2. 2023
    The Orthopaedic Group, P.C. Profit Sharing Plan287 participants · 2Sch HSch C
    View filing →
  3. 2023
    The Orthopaedic Group, P.C. Pension Plan264 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Orthopaedic Group, P.C. report on Form 5500?
The Orthopaedic Group, P.C. (EIN 63-1187140) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Orthopaedic Group, P.C.?
The Employer Identification Number (EIN) reported for The Orthopaedic Group, P.C. is 63-1187140.
What is the latest Form 5500 filing year for The Orthopaedic Group, P.C.?
The latest loaded Form 5500 filing year for The Orthopaedic Group, P.C. is 2023.

Related Form 5500 pages