Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopaedic Associates 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, Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopaedic Associates Inc. under EIN 35-1159676 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $23,074,299 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Associates Inc.
- EIN
- 35-1159676
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $23,074,299
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241009084255NAL0009043747001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,074,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,074,299
- Net assets (BOY)
- $19,227,658
Income & contributions
- Employer contributions
- $686,404
- Participant contributions
- $815,929
- Total contributions
- $1,805,510
- Total income / additions
- $5,444,272
Expenses & distributions
- Benefits paid
- $1,487,433
- Administrative expenses
- $110,198
- Total expenses
- $1,597,631
- Net increase / (decrease)
- $3,846,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $39,664 | $0 | 2023 |
| Goldman Sachs Personal Financial | ADVISOR | $37,729 | not reported in the loaded dataset | 2023 |
| Harding, Shymanski, & Company | ACCOUNTANT/AUDITOR | $14,500 | not reported in the loaded dataset | 2023 |
| Freeman, Will, & Niemeier Inc | INVESTMENT ADVISOR | $10,856 | not reported in the loaded dataset | 2023 |
| United Capital Advisers LLC | INVESTMENT ADVISOR | $7,449 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Associates Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Evansville, IN
- Fidelity Investments Institutional — Schedule C compensation
- Goldman Sachs Personal Financial — Schedule C compensation
- Harding, Shymanski, & Company — Schedule C compensation
- Freeman, Will, & Niemeier Inc — Schedule C compensation
- United Capital Advisers LLC — Schedule C compensation