Concord Orthopaedics Professional Association 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Concord Orthopaedics Professional Association)
Plain-English plan 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, Concord Orthopaedics Professional Association 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Concord Orthopaedics Professional Association under EIN 02-0314423 and plan number 001. The latest loaded filing year is 2023. The filing reports 264 participants and $74,403,611 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Concord Orthopaedics Professional Association
- EIN
- 02-0314423
- Plan number
- 001
- Plan type
- 2
- Location
- Concord, NH
- Latest filing year
- 2023
- Participants
- 264
- End-of-year plan assets
- $74,403,611
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 264 | H, C | 20250509152150NAL0010034259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $74,403,611
- Net assets (EOY)
- $74,403,611
- Net assets (BOY)
- $66,852,640
Income & contributions
- Employer contributions
- $1,932,632
- Participant contributions
- $1,163,746
- Total contributions
- $3,108,649
- Total income / additions
- $14,159,862
Expenses & distributions
- Benefits paid
- $6,596,936
- Administrative expenses
- $919
- Total expenses
- $6,608,891
- Net increase / (decrease)
- $7,550,971
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $2,904 | $0 | 2023 |
| Nbt Bank Dba Third Party Administra | CONTRACT ADMIN | $1,901 | $0 | 2023 |
| Empower Financial Services | not reported in the loaded dataset | $650 | $0 | 2023 |
| Empower Financial Services | not reported in the loaded dataset | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Concord Orthopaedics Professional Association
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Concord, NH
- Empower Annuity Insurance Company — Schedule C compensation
- Nbt Bank Dba Third Party Administra — Schedule C compensation
- Empower Financial Services — Schedule C compensation