The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan — Form 5500 plan (The Orthopaedic And Fracture Clinic, P.A.)

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, The Orthopaedic And Fracture Clinic, P.A. Profit Sharing Plan is a benefit plan reported by The Orthopaedic And Fracture Clinic, P.A. under EIN 41-0940705 and plan number 001. The latest loaded filing year is 2023. The filing reports 129 participants and $39,177,142 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Orthopaedic And Fracture Clinic, P.A.
EIN
41-0940705
Plan number
001
Plan type
2
Location
Mankato, MN
Latest filing year
2023
Participants
129
End-of-year plan assets
$39,177,142

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023129H, C20240919093940NAL0005739041001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,177,142
Total liabilities (EOY)
$0
Net assets (EOY)
$39,177,142
Net assets (BOY)
$35,554,543

Income & contributions

Employer contributions
$886,454
Participant contributions
$789,351
Total contributions
$1,723,791
Total income / additions
$7,725,139

Expenses & distributions

Benefits paid
$4,056,280
Administrative expenses
$46,260
Total expenses
$4,102,540
Net increase / (decrease)
$3,622,599

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Osaic Wealth, IncINVESTMENT ADVISOR$45,000not reported in the loaded dataset2023
Capital Group Retirement Plan Svcs.RECORDKEEPER$1,260$02023

Related Form 5500 pages