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, Bone & Joint Clinic, S.C. 401(K) Plan is a benefit plan reported by Bone & Joint Clinic, S.C. under EIN 39-1130341 and plan number 004. The latest loaded filing year is 2023. The filing reports 320 participants and $38,607,121 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,607,121
- Total liabilities (EOY)
- $7,531
- Net assets (EOY)
- $38,599,590
- Net assets (BOY)
- $35,568,189
Income & contributions
- Employer contributions
- $1,850,720
- Participant contributions
- $1,543,984
- Total contributions
- $3,572,392
- Total income / additions
- $8,863,459
Expenses & distributions
- Benefits paid
- $5,719,120
- Administrative expenses
- $112,938
- Total expenses
- $5,832,058
- Net increase / (decrease)
- $3,031,401