Ortho 401(K) Solutions — Form 5500 plan (Ortho Benefits Corp)
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, Ortho 401(K) Solutions is a benefit plan reported by Ortho Benefits Corp under EIN 47-1797746 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $29,470,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ortho Benefits Corp
- EIN
- 47-1797746
- Plan number
- 001
- Plan type
- 3
- Location
- Palm Beach Gardens, FL
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $29,470,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20250501190300NAL0003686385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,470,194
- Total liabilities (EOY)
- $3,542
- Net assets (EOY)
- $29,466,652
- Net assets (BOY)
- $37,262,540
Income & contributions
- Employer contributions
- $953,412
- Participant contributions
- $1,203,422
- Total contributions
- $2,181,596
- Total income / additions
- $6,850,828
Expenses & distributions
- Benefits paid
- $3,195,047
- Administrative expenses
- $155,364
- Total expenses
- $3,355,312
- Net increase / (decrease)
- $3,495,516
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $104,883 | $0 | 2023 |
| Gwn Securities, Inc | BROKER/ADVISER | $0 | $40,537 | 2023 |
| Ejreynolds, Inc. | THIRD PARTY ADMIN | $25,948 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco ,LLC | INVESTMENT MGMT | $16,413 | not reported in the loaded dataset | 2023 |
| Ortho Benefits Corp. | TRUSTEE | $8,756 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT ADVISOR | $7,310 | not reported in the loaded dataset | 2023 |
| Propeller, Inc. | OTHER | $5,211 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ortho Benefits Corp
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Palm Beach Gardens, FL
- Empower Annuity Insurance Company — Schedule C compensation
- Gwn Securities, Inc — Schedule C compensation
- Ejreynolds, Inc. — Schedule C compensation
- Creative Planning Holdco ,LLC — Schedule C compensation
- Ortho Benefits Corp. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Propeller, Inc. — Schedule C compensation