2023 Form 5500 filing — Southern Oregon Orthopedics, Inc. Cash Balance 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 20241014112154NAL0027138913001) for Southern Oregon Orthopedics, Inc. Cash Balance Plan, reported by Southern Oregon Orthopedics, Inc. under EIN 93-0587572 and plan number 003. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014112154NAL0027138913001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Oregon Orthopedics, Inc.
- EIN
- 93-0587572
- Plan number
- 003
- Location
- Medford, OR
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,649,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,649,895
- Employer contributions
- $572,000
- Participant contributions
- $0
- Total income / additions
- $1,807,968
- Benefits paid
- $369,903
- Administrative expenses
- $31,876
- Total expenses
- $401,779
- Net increase / (decrease)
- $1,406,189
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Bank, N.A. | NONE | $30,926 | not reported in the loaded dataset |