Who sponsors the Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan?

Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan is reported as sponsored by Des Moines Orthopaedic Surgeons, P.C. (EIN 42-0984558, plan number 002) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan?

The latest Form 5500 filing year loaded for Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan is 2023.

How many participants does Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan report?

Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan reports 377 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan?

Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan reports $81,365,752 in end-of-year plan assets in its latest loaded Form 5500 filing.

Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Des Moines Orthopaedic Surgeons, P.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, Des Moines Orthopaedic Surgeons, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Des Moines Orthopaedic Surgeons, P.C. under EIN 42-0984558 and plan number 002. The latest loaded filing year is 2023. The filing reports 377 participants and $81,365,752 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$81.4MPlan net assets, end of year$81,365,752

Participants377Covered participants reported

Assets / participant$215.8KComputed: assets ÷ participants$215,824 (computed)

Provider compensation$104K2 Schedule C provider row(s)$103,965

Plan sponsor: Des Moines Orthopaedic Surgeons, P.C.
EIN: 42-0984558
Plan number: 002
Plan type: 2
Location: West Des Moines, IA
Latest filing year: 2023

Form 5500 filing history

Filings loaded for this plan
Filing year	Participants	Schedules	Filing
2023	377	H, C	20241014221655NAL0055349314001

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$81.4M total assets

Net assets$81.4MLiabilities$0

Money in vs. money out

Total income / additions$16.3M

Total expenses$8M

Benefits paid / distributions$7.9M

Contributions

Employer$3M

Participant$1.9M

Full reported line items

Net assets

Total assets (EOY): $81,365,752
Total liabilities (EOY): $0
Net assets (EOY): $81,365,752
Net assets (BOY): $73,023,836

Income & contributions

Employer contributions: $2,957,266
Participant contributions: $1,894,666
Total contributions: $5,210,678
Total income / additions: $16,332,277

Expenses & distributions

Benefits paid: $7,855,361
Administrative expenses: $106,626
Total expenses: $7,990,361
Net increase / (decrease): $8,341,916

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

61%39%

Employer 61%Participant 39%

Total expenses ÷ net assets10%Computed ratio

Benefits paid ÷ total income48%Computed ratio

Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
Provider	Service	Direct comp.	Indirect comp.	Year
Capfinancial Partners, LLC	INVESTMENT ADVISOR	$72,500	not reported in the loaded dataset	2023
Fidelity Investments Institutional	RECORDKEEPER	$31,465	$0	2023