Excel Orthopaedic Specialists Cash Balance 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 Cash Balance Plan is a benefit plan reported by Excel Orthopaedic Specialists under EIN 04-2746756 and plan number 006. The latest loaded filing year is 2023. The filing reports 140 participants and $6,106,244 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.1MPlan net assets, end of year$6,106,244
Participants140Covered participants reported
Assets / participant$43.6KComputed: assets ÷ participants$43,616 (computed)
Provider compensation$49.9K1 Schedule C provider row(s)$49,851
- Plan sponsor
- Excel Orthopaedic Specialists
- EIN
- 04-2746756
- Plan number
- 006
- Plan type
- 2
- Location
- Woburn, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241004122342NAL0019608816001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$6.1M total assets
Net assets$6.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $6,106,244
- Net assets (EOY)
- $6,106,244
- Net assets (BOY)
- $4,888,794
Income & contributions
- Employer contributions
- $595,000
- Participant contributions
- $0
- Total contributions
- $595,000
- Total income / additions
- $1,281,909
Expenses & distributions
- Benefits paid
- $14,608
- Administrative expenses
- $49,851
- Total expenses
- $64,459
- Net increase / (decrease)
- $1,217,450
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
100%
Employer 100%Participant 0%
Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Partners | not reported in the loaded dataset | $49,851 | not reported in the loaded dataset | 2023 |