2023 Form 5500 filing — Orthopedic Institute Profit Sharing And Retirement Savings 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 20241004105952NAL0012124961001) for Orthopedic Institute Profit Sharing And Retirement Savings Plan, reported by Orthopedic Institute under EIN 46-0316404 and plan number 001. It reports 332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105952NAL0012124961001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Institute
- EIN
- 46-0316404
- Plan number
- 001
- Location
- Sioux Falls, SD
- Participants
- 332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $67,714,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,714,271
- Employer contributions
- $1,758,960
- Participant contributions
- $1,096,594
- Total income / additions
- $12,280,022
- Benefits paid
- $5,345,597
- Administrative expenses
- $156,831
- Total expenses
- $5,502,428
- Net increase / (decrease)
- $6,777,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global Banking Ops | ADVISOR | $96,515 | not reported in the loaded dataset |
| Newport Trust Company | TRUSTEE | $33,456 | $0 |
| Newport Group, Inc. | RECORDKEEPER | $26,861 | $0 |