2023 Form 5500 filing — Advanced Orthopedics Of Oklahoma, Pllc 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 20241011135646NAL0012563315001) for Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan, reported by Advanced Orthopedics Of Oklahoma, Pllc under EIN 81-3249663 and plan number 001. It reports 333 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)$71MReported net assets$70,991,379
Participants333
Provider compensation$79K1 Schedule C row(s)$79,009
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011135646NAL0012563315001
Plan sponsor
Advanced Orthopedics Of Oklahoma, Pllc
EIN
81-3249663
Plan number
001
Location
Tulsa, OK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$71M total assets
Net assets$71MLiabilities
Money in vs. money out
Total income / additions$13M
Total expenses$6M
Benefits paid / distributions$6M
Contributions
Employer$1.6M
Participant$1M
Full reported line items
Total assets (EOY)
$70,991,379
Net assets (EOY)
$70,991,379
Employer contributions
$1,648,578
Participant contributions
$1,030,899
Total income / additions
$13,004,531
Benefits paid
$5,958,727
Administrative expenses
$79,009
Total expenses
$6,037,736
Net increase / (decrease)
$6,966,795
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    TRUSTEE · Direct $79K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011135646NAL0012563315001 cover?
It is the 2023 Form 5500 filing for Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan, reported by Advanced Orthopedics Of Oklahoma, Pllc (EIN 81-3249663).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages