Orthopedic Associates Of Lancaster, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic Associates Of Lancaster, Ltd.)
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 Lancaster, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Associates Of Lancaster, Ltd. under EIN 23-1879220 and plan number 003. The latest loaded filing year is 2023. The filing reports 407 participants and $40,971,819 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Associates Of Lancaster, Ltd.
- EIN
- 23-1879220
- Plan number
- 003
- Plan type
- 2
- Location
- Manheim, PA
- Latest filing year
- 2023
- Participants
- 407
- End-of-year plan assets
- $40,971,819
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 407 | H, C | 20240930100517NAL0009959936001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,971,819
- Total liabilities (EOY)
- $1,588
- Net assets (EOY)
- $40,970,231
- Net assets (BOY)
- $32,823,657
Income & contributions
- Employer contributions
- $1,623,913
- Participant contributions
- $1,445,796
- Total contributions
- $3,099,302
- Total income / additions
- $9,994,141
Expenses & distributions
- Benefits paid
- $1,704,550
- Administrative expenses
- $143,017
- Total expenses
- $1,847,567
- Net increase / (decrease)
- $8,146,574
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fulton Bank, N.A. | NONE | $83,618 | $0 | 2023 |
| Gardner Russo & Gardner, LLC | INVESTMENT ADVISOR | $25,801 | not reported in the loaded dataset | 2023 |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $11,592 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Associates Of Lancaster, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Manheim, PA
- Fulton Bank, N.A. — Schedule C compensation
- Gardner Russo & Gardner, LLC — Schedule C compensation
- Ubs Financial Services, Inc. — Schedule C compensation