The Central Orthopedic Group, Llp 401(K) Profit Sharing Plan — Form 5500 plan (The Central Orthopedic Group, Llp)

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, The Central Orthopedic Group, Llp 401(K) Profit Sharing Plan is a benefit plan reported by The Central Orthopedic Group, Llp under EIN 11-3446012 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $12,689,242 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Central Orthopedic Group, Llp
EIN
11-3446012
Plan number
001
Plan type
2
Location
Plainview, NY
Latest filing year
2023
Participants
172
End-of-year plan assets
$12,689,242

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20241004131552NAL0006722579001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,689,242
Total liabilities (EOY)
$0
Net assets (EOY)
$12,689,242
Net assets (BOY)
$9,700,937

Income & contributions

Employer contributions
$803,063
Participant contributions
$429,848
Total contributions
$1,232,911
Total income / additions
$3,272,526

Expenses & distributions

Benefits paid
$256,579
Administrative expenses
$27,642
Total expenses
$284,221
Net increase / (decrease)
$2,988,305

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Smith Barney LLCINVESTMENT ADVISOR$22,204not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,578$02023

Related Form 5500 pages