Orthopedic Associates Of Hartford P.C. Section 401k Profit Sharing Plan — Form 5500 plan (Orthopedic Assoc. Of Hartford Pc)
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 Associates Of Hartford P.C. Section 401k Profit Sharing Plan is a benefit plan reported by Orthopedic Assoc. Of Hartford Pc under EIN 06-0837726 and plan number 002. The latest loaded filing year is 2023. The filing reports 370 participants and $64,800,926 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Assoc. Of Hartford Pc
- EIN
- 06-0837726
- Plan number
- 002
- Plan type
- 2
- Location
- Farmington, CT
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $64,800,926
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241115075533NAL0000629345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,800,926
- Total liabilities (EOY)
- $10,502
- Net assets (EOY)
- $64,790,424
- Net assets (BOY)
- $60,157,097
Income & contributions
- Employer contributions
- $2,030,431
- Participant contributions
- $2,150,033
- Total contributions
- $4,201,291
- Total income / additions
- $10,689,627
Expenses & distributions
- Benefits paid
- $5,907,030
- Administrative expenses
- $116,717
- Total expenses
- $6,056,300
- Net increase / (decrease)
- $4,633,327
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $50,972 | $0 | 2023 |
| Dimeo Schneider & Associates | NONE | $45,000 | not reported in the loaded dataset | 2023 |
| Pension Consultants Inc | OTHER | $18,709 | not reported in the loaded dataset | 2023 |
| Prudential Investments Management | NONE | $1,319 | $1,927 | 2023 |
| National Financial Services, LLC | NONE | $0 | $147 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Assoc. Of Hartford Pc
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Farmington, CT
- Empower Annuity Insurance Company O — Schedule C compensation
- Dimeo Schneider & Associates — Schedule C compensation
- Pension Consultants Inc — Schedule C compensation
- Prudential Investments Management — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation