2023 Form 5500 filing — Orthopedics Northwest 401(K) 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 20241010173644NAL0010307811001) for Orthopedics Northwest 401(K) Profit Sharing Plan And Trust, reported by Orthopedics Northwest Pllc under EIN 91-2058773 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010173644NAL0010307811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedics Northwest Pllc
- EIN
- 91-2058773
- Plan number
- 001
- Location
- Yakima, WA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,768,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,768,384
- Employer contributions
- $266,069
- Participant contributions
- $555,894
- Total income / additions
- $5,063,810
- Benefits paid
- $6,652,009
- Administrative expenses
- $57,050
- Total expenses
- $6,709,059
- Net increase / (decrease)
- -$1,645,249
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | NONE | $41,101 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $15,949 | $130 |