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, Orthopedic Surgery, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Surgery, Inc. Dba Agility Orthopedics under EIN 04-2455168 and plan number 001. The latest loaded filing year is 2023. The filing reports 141 participants and $9,197,972 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,197,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,197,972
- Net assets (BOY)
- $8,308,068
Income & contributions
- Employer contributions
- $433,558
- Participant contributions
- $353,945
- Total contributions
- $787,503
- Total income / additions
- $1,952,350
Expenses & distributions
- Benefits paid
- $1,053,996
- Administrative expenses
- $8,450
- Total expenses
- $1,062,446
- Net increase / (decrease)
- $889,904