2023 Form 5500 filing — Hope Orthopedics Of Oregon 401(K) Profit Sharing 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 20241014153431NAL0015221555001) for Hope Orthopedics Of Oregon 401(K) Profit Sharing Plan, reported by Willamette Orthopedic Group, LLC under EIN 20-3530156 and plan number 002. It reports 228 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014153431NAL0015221555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Willamette Orthopedic Group, LLC
- EIN
- 20-3530156
- Plan number
- 002
- Location
- Salem, OR
- Participants
- 228
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,711,432
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,711,432
- Employer contributions
- $1,282,907
- Participant contributions
- $885,083
- Total income / additions
- $6,144,196
- Benefits paid
- $8,796,324
- Administrative expenses
- $100,310
- Total expenses
- $8,943,047
- Net increase / (decrease)
- -$2,798,851
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aldrich Wealth Limited Partnership | INVESTMENT ADVISOR | $67,356 | not reported in the loaded dataset |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $36,017 | $0 |
| Qdro Consultants Company, LLC | CONSULTING | $400 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | OTHER | $147 | not reported in the loaded dataset |