2023 Form 5500 filing — Orthopedic Surgery, Inc. 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 20250122133908NAL0005003521001) for Orthopedic Surgery, Inc. 401(K) Profit Sharing Plan, reported by Orthopedic Surgery, Inc. Dba Agility Orthopedics under EIN 04-2455168 and plan number 001. It reports 141 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250122133908NAL0005003521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Surgery, Inc. Dba Agility Orthopedics
- EIN
- 04-2455168
- Plan number
- 001
- Location
- Stoneham, MA
- Participants
- 141
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,197,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,197,972
- Employer contributions
- $433,558
- Participant contributions
- $353,945
- Total income / additions
- $1,952,350
- Benefits paid
- $1,053,996
- Administrative expenses
- $8,450
- Total expenses
- $1,062,446
- Net increase / (decrease)
- $889,904
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus Trust | not reported in the loaded dataset | $1,515 | not reported in the loaded dataset |