Orthopaedic Associates Of Allentown Profit Sharing 401(K) Plan — Form 5500 plan (Orthopaedic Associates Of Allentown)
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 Associates Of Allentown Profit Sharing 401(K) Plan is a benefit plan reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 004. The latest loaded filing year is 2023. The filing reports 226 participants and $35,991,641 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$36MPlan net assets, end of year$35,991,641
Participants226Covered participants reported
Assets / participant$159.3KComputed: assets ÷ participants$159,255 (computed)
Provider compensation$71.6K2 Schedule C provider row(s)$71,612
- Plan sponsor
- Orthopaedic Associates Of Allentown
- EIN
- 23-1857130
- Plan number
- 004
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 226 | H, C | 20241008091343NAL0008210995001 |
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)$36M total assets
Net assets$36MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $35,991,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,991,641
- Net assets (BOY)
- $29,998,998
Income & contributions
- Employer contributions
- $626,804
- Participant contributions
- $1,038,380
- Total contributions
- $1,665,184
- Total income / additions
- $6,879,799
Expenses & distributions
- Benefits paid
- $815,744
- Administrative expenses
- $71,412
- Total expenses
- $887,156
- Net increase / (decrease)
- $5,992,643
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.
38%62%
Employer 38%Participant 62%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Trinity Advisors | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $21,612 | $0 | 2023 |