2023 Form 5500 filing — Orthopaedic Rehab Specialists, P.C. 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 20241002141804NAL0004874899001) for Orthopaedic Rehab Specialists, P.C. Profit Sharing Plan And Trust, reported by Orthopaedic Rehab Specialists, P.C. under EIN 38-2737469 and plan number 001. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,877,765

Participants202

Provider compensation$76.5K3 Schedule C row(s)$76,471

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241002141804NAL0004874899001
Plan sponsor: Orthopaedic Rehab Specialists, P.C.
EIN: 38-2737469
Plan number: 001
Location: Jackson, MI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.9M total assets

Net assets$11.9MLiabilities$0

Money in vs. money out

Total income / additions$2.9M

Total expenses$360.9K

Benefits paid / distributions$284.5K

Contributions

Employer$232.4K

Participant$329.5K

Full reported line items

Total assets (EOY): $11,877,765
Total liabilities (EOY): $0
Net assets (EOY): $11,877,765
Employer contributions: $232,382
Participant contributions: $329,531
Total income / additions: $2,944,935
Benefits paid: $284,477
Administrative expenses: $76,471
Total expenses: $360,948
Net increase / (decrease): $2,583,987

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
Dillon And Associates$44.9K
INVESTMENT ADVISOR · Direct $44.9K
2
Sentinel Benefits Group, Inc.$28K
THIRD PARTY ADMIN · Direct $28K
3
Charles Schwab Trust Bank$3.5K
CUSTODIAN · Direct $3.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002141804NAL0004874899001 cover?: It is the 2023 Form 5500 filing for Orthopaedic Rehab Specialists, P.C. Profit Sharing Plan And Trust, reported by Orthopaedic Rehab Specialists, P.C. (EIN 38-2737469).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).