Plan5500

Orthopedic Centers Of Colorado, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic Centers Of Colorado, 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, Orthopedic Centers Of Colorado, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic Centers Of Colorado, LLC under EIN 47-5021191 and plan number 001. The latest loaded filing year is 2023. The filing reports 649 participants and $80,339,009 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopedic Centers Of Colorado, LLC
EIN
47-5021191
Plan number
001
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
649
End-of-year plan assets
$80,339,009

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023649H, C20241001071634NAL0003114403001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,339,009
Total liabilities (EOY)
$0
Net assets (EOY)
$80,339,009
Net assets (BOY)
$71,913,535

Income & contributions

Employer contributions
$0
Participant contributions
$2,810,137
Total contributions
$3,031,865
Total income / additions
$16,842,563

Expenses & distributions

Benefits paid
$8,264,611
Administrative expenses
$152,478
Total expenses
$8,417,089
Net increase / (decrease)
$8,425,474

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRECORDKEEPER$67,853not reported in the loaded dataset2023
Sheridan Road Advisors, LLCINVESTMENT ADVISORY$55,000not reported in the loaded dataset2023
The Mandmarblestone Group LLCTHIRD PARTY ADMINISTRATO$29,600not reported in the loaded dataset2023

Related Form 5500 pages