Orthopaedics Indianapolis, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Orthoindy)

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, Orthopaedics Indianapolis, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Orthoindy under EIN 35-1090576 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,170 participants and $209,602,331 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthoindy
EIN
35-1090576
Plan number
001
Plan type
2
Location
Indianapolis, IN
Latest filing year
2023
Participants
1,170
End-of-year plan assets
$209,602,331

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,170H, C20240903065011NAL0010427027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$209,602,331
Total liabilities (EOY)
$8
Net assets (EOY)
$209,602,323
Net assets (BOY)
$180,632,211

Income & contributions

Employer contributions
$7,098,361
Participant contributions
$5,752,777
Total contributions
$14,386,635
Total income / additions
$43,954,531

Expenses & distributions

Benefits paid
$14,867,509
Administrative expenses
$116,910
Total expenses
$14,984,419
Net increase / (decrease)
$28,970,112

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$82,141$02023
Procourse Fiduciary Advisors LLCADVISOR$35,000not reported in the loaded dataset2023

Related Form 5500 pages