Orthopedic Surgery Associates 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic Surgery Associates Of North County)
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 Surgery Associates 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Surgery Associates Of North County under EIN 33-0631377 and plan number 006. The latest loaded filing year is 2023. The filing reports 7 participants and $14,004,715 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Surgery Associates Of North County
- EIN
- 33-0631377
- Plan number
- 006
- Plan type
- 2
- Location
- Poway, CA
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $14,004,715
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240730153754NAL0020370337002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,004,715
- Net assets (EOY)
- $14,004,715
- Net assets (BOY)
- $11,019,528
Income & contributions
- Employer contributions
- $138,600
- Participant contributions
- $180,000
- Total income / additions
- $3,002,931
Expenses & distributions
- Administrative expenses
- $17,744
- Total expenses
- $17,744
- Net increase / (decrease)
- $2,985,187
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.