Mid-America Orthopedics, L.L.C. 401(K) Retirement Plan — Form 5500 plan (Mid-America Orthopedics, L.L.C.)
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, Mid-America Orthopedics, L.L.C. 401(K) Retirement Plan is a benefit plan reported by Mid-America Orthopedics, L.L.C. under EIN 26-2436650 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $12,369,846 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Mid-America Orthopedics, L.L.C.
- EIN
- 26-2436650
- Plan number
- 001
- Plan type
- 2
- Location
- Wichita, KS
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $12,369,846
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241010123924NAL0020978881001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,369,846
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,369,846
- Net assets (BOY)
- $10,661,539
Income & contributions
- Employer contributions
- $258,439
- Participant contributions
- $518,305
- Total contributions
- $776,935
- Total income / additions
- $2,461,589
Expenses & distributions
- Benefits paid
- $709,267
- Administrative expenses
- $44,015
- Total expenses
- $753,282
- Net increase / (decrease)
- $1,708,307
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ima Wealth Inc. | INVESTMENT ADVISOR | $25,608 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $19,067 | $0 | 2023 |
| Economic Group Pension Services,Inc | CONTRACT ADMIN | $3,252 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $675 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Mid-America Orthopedics, L.L.C.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Wichita, KS
- Ima Wealth Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Economic Group Pension Services,Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation