Excel Orthopaedic Specialists 401(K) Profit Sharing Plan — Form 5500 plan (Excel Orthopaedic Specialists)
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, Excel Orthopaedic Specialists 401(K) Profit Sharing Plan is a benefit plan reported by Excel Orthopaedic Specialists under EIN 04-2746756 and plan number 005. The latest loaded filing year is 2023. The filing reports 154 participants and $23,065,060 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Excel Orthopaedic Specialists
- EIN
- 04-2746756
- Plan number
- 005
- Plan type
- 2
- Location
- Woburn, MA
- Latest filing year
- 2023
- Participants
- 154
- End-of-year plan assets
- $23,065,060
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 154 | H, C | 20241004121914NAL0023667330001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,065,060
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,065,060
- Net assets (BOY)
- $17,752,800
Income & contributions
- Employer contributions
- $832,244
- Participant contributions
- $642,003
- Total contributions
- $1,512,260
- Total income / additions
- $5,443,941
Expenses & distributions
- Benefits paid
- $131,681
- Administrative expenses
- $0
- Total expenses
- $131,681
- Net increase / (decrease)
- $5,312,260
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus Trust | not reported in the loaded dataset | $4,901 | not reported in the loaded dataset | 2023 |