Plan5500

Orthopaedic Specialty Group, P. C. 401(K) Pension Plan — Form 5500 plan (Orthopaedic Specialty Group, P.C.)

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, Orthopaedic Specialty Group, P. C. 401(K) Pension Plan is a benefit plan reported by Orthopaedic Specialty Group, P.C. under EIN 06-1455612 and plan number 001. The latest loaded filing year is 2023. The filing reports 288 participants and $33,283,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Specialty Group, P.C.
EIN
06-1455612
Plan number
001
Plan type
2
Location
Fairfield, CT
Latest filing year
2023
Participants
288
End-of-year plan assets
$33,283,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023288H, C20241217090419NAL0002413009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,283,492
Total liabilities (EOY)
$0
Net assets (EOY)
$33,283,492
Net assets (BOY)
$31,031,988

Income & contributions

Employer contributions
$1,154,473
Participant contributions
$1,160,505
Total contributions
$2,451,713
Total income / additions
$7,662,090

Expenses & distributions

Benefits paid
$5,312,328
Administrative expenses
$98,258
Total expenses
$5,410,586
Net increase / (decrease)
$2,251,504

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fiducient Advisors LLCNONE$43,088not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$43,041$02023
Fiducient AdvisorsNONE$12,500not reported in the loaded dataset2023

Related Form 5500 pages