2023 Form 5500 filing — Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit 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 20241008115605NAL0009613171001) for Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan, reported by Orthopaedic Associates Of Wisconsin, S.C. under EIN 39-1101566 and plan number 003. It reports 196 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008115605NAL0009613171001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Associates Of Wisconsin, S.C.
- EIN
- 39-1101566
- Plan number
- 003
- Location
- Pewaukee, WI
- Participants
- 196
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $24,780,543
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,780,543
- Employer contributions
- $3,501,169
- Total income / additions
- $4,731,495
- Benefits paid
- $956,786
- Administrative expenses
- $44,786
- Total expenses
- $1,001,572
- Net increase / (decrease)
- $3,729,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Orgel Wealth Management, LLC | INVESTMENT ADVISOR | $0 | $44,676 |