2023 Form 5500 filing — Lancaster Orthopedic Group, P.C. 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 20241011103825NAL0022589681001) for Lancaster Orthopedic Group, P.C. Profit Sharing 401(K) Plan, reported by Lancaster Orthopedic Group, P.C. under EIN 23-2936169 and plan number 002. It reports 237 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011103825NAL0022589681001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lancaster Orthopedic Group, P.C.
- EIN
- 23-2936169
- Plan number
- 002
- Location
- Lancaster, PA
- Participants
- 237
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,581,647
- Total liabilities (EOY)
- $10,615
- Net assets (EOY)
- $32,571,032
- Employer contributions
- $454,882
- Participant contributions
- $884,835
- Total income / additions
- $6,730,490
- Benefits paid
- $1,046,877
- Administrative expenses
- $107,067
- Total expenses
- $1,171,858
- Net increase / (decrease)
- $5,558,632
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Valley Forge Investment Consultants | INVESTMENT ADVISOR | $0 | not reported in the loaded dataset |
| Valley Forge Pension Mgt | RECORDKEEPER | $0 | not reported in the loaded dataset |