Orthopedic Institute Profit Sharing And Retirement Savings Plan — Form 5500 plan (Orthopedic Institute)
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, Orthopedic Institute Profit Sharing And Retirement Savings Plan is a benefit plan reported by Orthopedic Institute under EIN 46-0316404 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $67,714,271 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Institute
- EIN
- 46-0316404
- Plan number
- 001
- Plan type
- 2
- Location
- Sioux Falls, SD
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $67,714,271
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241004105952NAL0012124961001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,714,271
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,714,271
- Net assets (BOY)
- $60,936,677
Income & contributions
- Employer contributions
- $1,758,960
- Participant contributions
- $1,096,594
- Total contributions
- $3,885,335
- Total income / additions
- $12,280,022
Expenses & distributions
- Benefits paid
- $5,345,597
- Administrative expenses
- $156,831
- Total expenses
- $5,502,428
- Net increase / (decrease)
- $6,777,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global Banking Ops | ADVISOR | $96,515 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | TRUSTEE | $33,456 | $0 | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $26,861 | $0 | 2023 |