Plan5500

Orthounited, Inc. 401k Profit Sharing Plan — Form 5500 plan (Orthounited, 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, Orthounited, Inc. 401k Profit Sharing Plan is a benefit plan reported by Orthounited, Inc. under EIN 34-1032526 and plan number 001. The latest loaded filing year is 2023. The filing reports 300 participants and $34,694,773 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthounited, Inc.
EIN
34-1032526
Plan number
001
Plan type
2
Location
North Canton, OH
Latest filing year
2023
Participants
300
End-of-year plan assets
$34,694,773

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023300H, C20241015133051NAL0016495667001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,694,773
Total liabilities (EOY)
$0
Net assets (EOY)
$34,694,773
Net assets (BOY)
$21,232,228

Income & contributions

Employer contributions
$2,546,987
Participant contributions
$1,662,497
Total contributions
$12,936,683
Total income / additions
$17,782,546

Expenses & distributions

Benefits paid
$4,269,706
Administrative expenses
$50,295
Total expenses
$4,320,001
Net increase / (decrease)
$13,462,545

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Advisors IncADVISOR$31,121not reported in the loaded dataset2023
Global Retirement Partners LLCADVISOR$18,499not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$675$02023

Related Form 5500 pages