Great Lakes Orthopaedic Center 401(K) Profit Sharing Plan — Form 5500 plan (Great Lakes Orthopaedic Center)
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, Great Lakes Orthopaedic Center 401(K) Profit Sharing Plan is a benefit plan reported by Great Lakes Orthopaedic Center under EIN 38-3202597 and plan number 001. The latest loaded filing year is 2023. The filing reports 121 participants and $24,826,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Great Lakes Orthopaedic Center
- EIN
- 38-3202597
- Plan number
- 001
- Plan type
- 2
- Location
- Traverse City, MI
- Latest filing year
- 2023
- Participants
- 121
- End-of-year plan assets
- $24,826,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 121 | H, C | 20240927100827NAL0000966531001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,826,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,826,914
- Net assets (BOY)
- $20,366,109
Income & contributions
- Employer contributions
- $739,314
- Participant contributions
- $441,336
- Total contributions
- $1,183,011
- Total income / additions
- $5,236,709
Expenses & distributions
- Benefits paid
- $713,078
- Administrative expenses
- $62,826
- Total expenses
- $775,904
- Net increase / (decrease)
- $4,460,805
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenleaf Trust | TRUSTEE | $62,826 | not reported in the loaded dataset | 2023 |