2023 Form 5500 filing — Aligned Orthopedic Partners 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 20241104105101NAL0004067187001) for Aligned Orthopedic Partners 401(K) Plan, reported by Asc Ortho Management Company, LLC under EIN 83-1642974 and plan number 001. It reports 574 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241104105101NAL0004067187001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Asc Ortho Management Company, LLC
- EIN
- 83-1642974
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 574
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,906,414
- Net assets (EOY)
- $40,906,414
- Employer contributions
- $1,351,792
- Participant contributions
- $1,845,454
- Total income / additions
- $10,452,209
- Benefits paid
- $930,901
- Administrative expenses
- $147,481
- Total expenses
- $1,078,382
- Net increase / (decrease)
- $9,373,827
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco LLC | NONE | $29,497 | not reported in the loaded dataset |
| City National Rochdale LLC | NONE | $26,908 | not reported in the loaded dataset |
| Schwab Retirement Plan Services,Inc | NONE | $8,191 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $284 | $0 |