Midwest Orthopaedic Consultants, S. C. Profit Sharing 401(K) Plan — Form 5500 plan (Midwest Orthopaedic Consultants, Sc)

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, Midwest Orthopaedic Consultants, S. C. Profit Sharing 401(K) Plan is a benefit plan reported by Midwest Orthopaedic Consultants, Sc under EIN 36-4005696 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $12,069,127 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midwest Orthopaedic Consultants, Sc
EIN
36-4005696
Plan number
001
Plan type
2
Location
Orland Park, IL
Latest filing year
2023
Participants
119
End-of-year plan assets
$12,069,127

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023119H, C20241014125347NAL0044548528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,069,127
Total liabilities (EOY)
$0
Net assets (EOY)
$12,069,127
Net assets (BOY)
$10,290,678

Income & contributions

Employer contributions
$451,308
Participant contributions
$418,486
Total contributions
$888,794
Total income / additions
$2,495,708

Expenses & distributions

Benefits paid
$644,308
Administrative expenses
$72,951
Total expenses
$717,259
Net increase / (decrease)
$1,778,449

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capfinancial Partners, LLCNONE$45,318not reported in the loaded dataset2023
Cpi Qualified Plan Consultants, IncNONE$27,633not reported in the loaded dataset2023

Related Form 5500 pages