Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan — Form 5500 plan (Fox Valley Orthopaedic Associates, S.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, Fox Valley Orthopaedic Associates, S.C. Profit Sharing And Savings Plan is a benefit plan reported by Fox Valley Orthopaedic Associates, S.C. under EIN 36-2796281 and plan number 002. The latest loaded filing year is 2023. The filing reports 271 participants and $38,437,571 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fox Valley Orthopaedic Associates, S.C.
- EIN
- 36-2796281
- Plan number
- 002
- Plan type
- 2
- Location
- Geneva, IL
- Latest filing year
- 2023
- Participants
- 271
- End-of-year plan assets
- $38,437,571
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 271 | H, C | 20241008123127NAL0009639843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,437,571
- Net assets (EOY)
- $38,437,571
- Net assets (BOY)
- $30,873,293
Income & contributions
- Employer contributions
- $1,107,348
- Participant contributions
- $1,218,442
- Total contributions
- $2,490,808
- Total income / additions
- $8,298,706
Expenses & distributions
- Benefits paid
- $686,758
- Administrative expenses
- $47,670
- Total expenses
- $734,428
- Net increase / (decrease)
- $7,564,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $47,369 | $0 | 2023 |
| Administrative Retirement Services | CONTRACT ADMINISTRATOR | $300 | $16,023 | 2023 |
| Morningstar Investment Mangement L | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fox Valley Orthopaedic Associates, S.C.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Geneva, IL
- Principal Life Insurance Company — Schedule C compensation
- Administrative Retirement Services — Schedule C compensation
- Morningstar Investment Mangement L — Schedule C compensation