Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 401(K) Plan — Form 5500 plan (Orthopedic And Sports Medicine Center Of Northern Indiana, 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, Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. 401(K) Plan is a benefit plan reported by Orthopedic And Sports Medicine Center Of Northern Indiana, Inc. under EIN 35-1301992 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $41,137,996 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic And Sports Medicine Center Of Northern Indiana, Inc.
- EIN
- 35-1301992
- Plan number
- 001
- Plan type
- 2
- Location
- Elkhart, IN
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $41,137,996
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H, C | 20241015142942NAL0029979969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,137,996
- Net assets (EOY)
- $41,137,996
- Net assets (BOY)
- $37,228,966
Income & contributions
- Employer contributions
- $1,068,497
- Participant contributions
- $1,372,715
- Total contributions
- $2,547,610
- Total income / additions
- $8,330,121
Expenses & distributions
- Benefits paid
- $4,293,362
- Administrative expenses
- $127,729
- Total expenses
- $4,421,091
- Net increase / (decrease)
- $3,909,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMI | $127,647 | $0 | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISORY | $0 | $92,652 | 2023 |
| The Benefits Consulting Group | OTHER SERVICES | $0 | $18,132 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| The Benefits Consulting Group Inc | OTHER SERVICES | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Wilshire Associates Incorporated | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic And Sports Medicine Center Of Northern Indiana, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Elkhart, IN
- Principal Life Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- The Benefits Consulting Group — Schedule C compensation
- The Benefits Consulting Group Inc — Schedule C compensation
- Wilshire Associates Incorporated — Schedule C compensation