2023 Form 5500 filing — Orthopedic Associates Of Sw Ohio Inc Profit Sharing 401k 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 20241014134901NAL0044745856001) for Orthopedic Associates Of Sw Ohio Inc Profit Sharing 401k Plan, reported by Orthopedic Associates Of Sw Ohio Inc. under EIN 26-2292026 and plan number 001. It reports 199 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134901NAL0044745856001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Associates Of Sw Ohio Inc.
- EIN
- 26-2292026
- Plan number
- 001
- Location
- Centerville, OH
- Participants
- 199
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,558,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,558,230
- Employer contributions
- $1,580,871
- Participant contributions
- $838,427
- Total income / additions
- $6,652,940
- Benefits paid
- $2,645,618
- Administrative expenses
- $209,945
- Total expenses
- $2,855,563
- Net increase / (decrease)
- $3,797,377
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $23,959 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $22,740 | $155 |
| Kpb Institutional Advisors | INVESTMENT MANAGEMENT | $10,941 | $13 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $9,550 | not reported in the loaded dataset |