Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan — Form 5500 plan (Orthopaedic Associates Of Wisconsin, 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, Orthopaedic Associates Of Wisconsin, S. C. Profit Sharing Plan is a benefit plan reported by Orthopaedic Associates Of Wisconsin, S.C. under EIN 39-1101566 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $46,478,957 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Associates Of Wisconsin, S.C.
EIN
39-1101566
Plan number
001
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023
Participants
234
End-of-year plan assets
$46,478,957

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241007122140NAL0026111104001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$46,478,957
Total liabilities (EOY)
$0
Net assets (EOY)
$46,478,957
Net assets (BOY)
$39,033,380

Income & contributions

Employer contributions
$1,571,543
Participant contributions
$1,541,622
Total contributions
$3,362,023
Total income / additions
$9,133,289

Expenses & distributions

Benefits paid
$1,611,739
Administrative expenses
$75,973
Total expenses
$1,687,712
Net increase / (decrease)
$7,445,577

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management LLCNONE$73,817not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$2,156$02023

Related Form 5500 pages