2023 Form 5500 filing — Orthopaedic Associates Of Allentown Profit Sharing 401(K) 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 20241008091343NAL0008210995001) for Orthopaedic Associates Of Allentown Profit Sharing 401(K) Plan, reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 004. It reports 226 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)$36MReported net assets$35,991,641
Participants226
Provider compensation$71.6K2 Schedule C row(s)$71,612
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008091343NAL0008210995001
- Plan sponsor
- Orthopaedic Associates Of Allentown
- EIN
- 23-1857130
- Plan number
- 004
- Location
- Allentown, PA
- Received date
- not reported in the loaded dataset
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)$36M total assets
Net assets$36MLiabilities$0
Full reported line items
- Total assets (EOY)
- $35,991,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,991,641
- Employer contributions
- $626,804
- Participant contributions
- $1,038,380
- Total income / additions
- $6,879,799
- Benefits paid
- $815,744
- Administrative expenses
- $71,412
- Total expenses
- $887,156
- Net increase / (decrease)
- $5,992,643
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Trinity Advisors | NONE | $50,000 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $21,612 | $0 |