Centers For Advanced Orthopaedics, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Centers For Advanced Orthopaedics, LLC)
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, Centers For Advanced Orthopaedics, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Centers For Advanced Orthopaedics, LLC under EIN 45-4852156 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,587 participants and $159,116,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Centers For Advanced Orthopaedics, LLC
- EIN
- 45-4852156
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 2,587
- End-of-year plan assets
- $159,116,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,587 | H, C | 20241009125311NAL0018310513001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,116,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,116,413
- Net assets (BOY)
- $127,964,782
Income & contributions
- Employer contributions
- $7,549,787
- Participant contributions
- $9,599,468
- Total contributions
- $17,473,941
- Total income / additions
- $40,273,468
Expenses & distributions
- Benefits paid
- $8,716,009
- Administrative expenses
- $404,562
- Total expenses
- $9,121,837
- Net increase / (decrease)
- $31,151,631
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RECORDKEEPER | $188,597 | not reported in the loaded dataset | 2023 |
| Boenning & Scattergood | INVESTMENT ADVISORY | $103,533 | not reported in the loaded dataset | 2023 |
| The Mandmarblestone Group LLC | INVESTMENT ADVISORY | $85,400 | not reported in the loaded dataset | 2023 |
| Millennium Investment & Retirement | 3(21) | $19,622 | not reported in the loaded dataset | 2023 |
| Northstar Fiduciary Partners, LLC | 3(21) | $7,335 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Centers For Advanced Orthopaedics, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- John Hancock — Schedule C compensation
- Boenning & Scattergood — Schedule C compensation
- The Mandmarblestone Group LLC — Schedule C compensation
- Millennium Investment & Retirement — Schedule C compensation
- Northstar Fiduciary Partners, LLC — Schedule C compensation