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, University Orthopedics, Inc. 401(K) Plan is a benefit plan reported by University Orthopedics, Inc. under EIN 05-0447454 and plan number 002. The latest loaded filing year is 2023. The filing reports 697 participants and $113,324,184 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $113,324,184
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $113,324,184
- Net assets (BOY)
- $95,556,606
Income & contributions
- Employer contributions
- $4,373,531
- Participant contributions
- $4,070,981
- Total contributions
- $8,594,526
- Total income / additions
- $25,302,050
Expenses & distributions
- Benefits paid
- $7,511,989
- Administrative expenses
- $17,592
- Total expenses
- $7,534,472
- Net increase / (decrease)
- $17,767,578