Ora Orthopedics, P.C. 401(K) Savings Plan — Form 5500 plan (Ora Orthopedics, P.C.)

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, Ora Orthopedics, P.C. 401(K) Savings Plan is a benefit plan reported by Ora Orthopedics, P.C. under EIN 36-2691642 and plan number 003. The latest loaded filing year is 2023. The filing reports 432 participants and $67,351,408 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ora Orthopedics, P.C.
EIN
36-2691642
Plan number
003
Plan type
2
Location
Bettendorf, IA
Latest filing year
2023
Participants
432
End-of-year plan assets
$67,351,408

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023432H, C20241105080734NAL0005192723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$67,351,408
Total liabilities (EOY)
$172,461
Net assets (EOY)
$67,178,947
Net assets (BOY)
$55,782,750

Income & contributions

Employer contributions
$2,065,153
Participant contributions
$1,815,161
Total contributions
$4,741,241
Total income / additions
$14,311,193

Expenses & distributions

Benefits paid
$2,804,490
Administrative expenses
$110,506
Total expenses
$2,914,996
Net increase / (decrease)
$11,396,197

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AvantaxNA$110,506not reported in the loaded dataset2023

Related Form 5500 pages