2023 Form 5500 filing — Orthopaedic Associates, Inc. 401(K) Profit Sharing 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 20241009084255NAL0009043747001) for Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan, reported by Orthopaedic Associates Inc. under EIN 35-1159676 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009084255NAL0009043747001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopaedic Associates Inc.
- EIN
- 35-1159676
- Plan number
- 001
- Location
- Evansville, IN
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,074,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,074,299
- Employer contributions
- $686,404
- Participant contributions
- $815,929
- Total income / additions
- $5,444,272
- Benefits paid
- $1,487,433
- Administrative expenses
- $110,198
- Total expenses
- $1,597,631
- Net increase / (decrease)
- $3,846,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,664 | $0 |
| Goldman Sachs Personal Financial | ADVISOR | $37,729 | not reported in the loaded dataset |
| Harding, Shymanski, & Company | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset |
| Freeman, Will, & Niemeier Inc | INVESTMENT ADVISOR | $10,856 | not reported in the loaded dataset |
| United Capital Advisers LLC | INVESTMENT ADVISOR | $7,449 | not reported in the loaded dataset |