Plan5500

Ortho Development — 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, Ortho Development (EIN 87-0529573) is a plan sponsor located in Draper, UT 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
87-0529573
Location
Draper, UT
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 Ortho Development

  • 3 loaded plans hold $14.8M in reported assets.
  • The largest, Ortho Development Corporation 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 534 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.8MSummed across loaded plans$14,755,051
Total reported assets$14.8M$14,755,051
Total reported participants534
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.8M total assets
Net assets$14.8MLiabilities$0
Contributions & income
Employer contributions$466.8K
Participant contributions$1M
Total income / additions$4M
Expenses & distributions
Benefits paid / distributions$319K
Total expenses$323.3K
Net increase / (decrease)$3.7M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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 assets100%Ortho Development Corporation 401(K) Profit Sharing Plan
Participants per plan178Average 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
    Ortho Development Corporation 401(K) Profit Sharing Plan$14.8M
    Plan #001 · 203 participants · 2023
  2. 2
    Ortho Development Health & Welfare Plannot reported in the loaded dataset
    Plan #501 · 201 participants · 2023
  3. 3
    Ortho Development Hranot reported in the loaded dataset
    Plan #502 · 130 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 Ortho Development. Open one for its full reported snapshot.

  1. 2023
    Ortho Development Hra130 participants · 2No schedules
    View filing →
  2. 2023
    Ortho Development Health & Welfare Plan201 participants · 2No schedules
    View filing →
  3. 2023
    Ortho Development Corporation 401(K) Profit Sharing Plan203 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Ortho Development report on Form 5500?
Ortho Development (EIN 87-0529573) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Ortho Development?
The Employer Identification Number (EIN) reported for Ortho Development is 87-0529573.
What is the latest Form 5500 filing year for Ortho Development?
The latest loaded Form 5500 filing year for Ortho Development is 2023.

Related Form 5500 pages