Orthopedic Associates Of Sw Ohio Inc Profit Sharing 401k Plan — Form 5500 plan (Orthopedic Associates Of Sw Ohio Inc.)
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 Sw Ohio Inc Profit Sharing 401k Plan is a benefit plan reported by Orthopedic Associates Of Sw Ohio Inc. under EIN 26-2292026 and plan number 001. The latest loaded filing year is 2023. The filing reports 199 participants and $29,558,230 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Associates Of Sw Ohio Inc.
- EIN
- 26-2292026
- Plan number
- 001
- Plan type
- 2
- Location
- Centerville, OH
- Latest filing year
- 2023
- Participants
- 199
- End-of-year plan assets
- $29,558,230
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 199 | H, C | 20241014134901NAL0044745856001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,558,230
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,558,230
- Net assets (BOY)
- $25,760,853
Income & contributions
- Employer contributions
- $1,580,871
- Participant contributions
- $838,427
- Total contributions
- $2,630,888
- Total income / additions
- $6,652,940
Expenses & distributions
- Benefits paid
- $2,645,618
- Administrative expenses
- $209,945
- Total expenses
- $2,855,563
- Net increase / (decrease)
- $3,797,377
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $23,959 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $22,740 | $155 | 2023 |
| Kpb Institutional Advisors | INVESTMENT MANAGEMENT | $10,941 | $13 | 2023 |
| Empower Advisory Group | INVESTMENT MANAGEMENT | $9,550 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic Associates Of Sw Ohio Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Centerville, OH
- Empower Annuity Insurance Co — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Kpb Institutional Advisors — Schedule C compensation
- Empower Advisory Group — Schedule C compensation