2023 Form 5500 filing — Orthopaedic Center 401(K) Profit Sharing Plan And Trust
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 20240913161345NAL0017414752001) for Orthopaedic Center 401(K) Profit Sharing Plan And Trust, reported by Orthopaedic Center Of Illinois, Ltd. under EIN 36-4156469 and plan number 002. It reports 120 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240913161345NAL0017414752001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Center Of Illinois, Ltd.
- EIN
- 36-4156469
- Plan number
- 002
- Location
- Springfield, IL
- Participants
- 120
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,654,904
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,654,904
- Employer contributions
- $779,144
- Participant contributions
- $642,419
- Total income / additions
- $7,019,755
- Benefits paid
- $2,893,976
- Administrative expenses
- $10,498
- Total expenses
- $2,904,474
- Net increase / (decrease)
- $4,115,281
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benefit Plans Plus | CONTRACT ADMIN | $9,432 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 |