2023 Form 5500 filing — Ortho 401(K) Solutions
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 20250501190300NAL0003686385001) for Ortho 401(K) Solutions, reported by Ortho Benefits Corp under EIN 47-1797746 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250501190300NAL0003686385001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Ortho Benefits Corp
- EIN
- 47-1797746
- Plan number
- 001
- Location
- Palm Beach Gardens, FL
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $29,470,194
- Total liabilities (EOY)
- $3,542
- Net assets (EOY)
- $29,466,652
- Employer contributions
- $953,412
- Participant contributions
- $1,203,422
- Total income / additions
- $6,850,828
- Benefits paid
- $3,195,047
- Administrative expenses
- $155,364
- Total expenses
- $3,355,312
- Net increase / (decrease)
- $3,495,516
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $104,883 | $0 |
| Gwn Securities, Inc | BROKER/ADVISER | $0 | $40,537 |
| Ejreynolds, Inc. | THIRD PARTY ADMIN | $25,948 | not reported in the loaded dataset |
| Creative Planning Holdco ,LLC | INVESTMENT MGMT | $16,413 | not reported in the loaded dataset |
| Ortho Benefits Corp. | TRUSTEE | $8,756 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $7,310 | not reported in the loaded dataset |
| Propeller, Inc. | OTHER | $5,211 | not reported in the loaded dataset |