2023 Form 5500 filing — Orthopedic Surgery Associates 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240730153754NAL0020370337002) for Orthopedic Surgery Associates 401(K) Profit Sharing Plan, reported by Orthopedic Surgery Associates Of North County under EIN 33-0631377 and plan number 006. It reports 7 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240730153754NAL0020370337002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Surgery Associates Of North County
- EIN
- 33-0631377
- Plan number
- 006
- Location
- Poway, CA
- Participants
- 7
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,004,715
- Net assets (EOY)
- $14,004,715
- Employer contributions
- $138,600
- Participant contributions
- $180,000
- Total income / additions
- $3,002,931
- Administrative expenses
- $17,744
- Total expenses
- $17,744
- Net increase / (decrease)
- $2,985,187
- Schedule source
- Schedule I