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 Institute Of Pennsylvania 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania under EIN 23-1875547 and plan number 003. The latest loaded filing year is 2023. The filing reports 370 participants and $53,010,981 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,010,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,010,981
- Net assets (BOY)
- $45,366,152
Income & contributions
- Employer contributions
- $1,655,650
- Participant contributions
- $1,144,929
- Total contributions
- $3,524,711
- Total income / additions
- $10,514,643
Expenses & distributions
- Benefits paid
- $2,732,817
- Administrative expenses
- $136,997
- Total expenses
- $2,869,814
- Net increase / (decrease)
- $7,644,829