First State Orthopaedics, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (First State Orthopaedics, P.A.)
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, First State Orthopaedics, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by First State Orthopaedics, P.A. under EIN 51-0297303 and plan number 001. The latest loaded filing year is 2023. The filing reports 510 participants and $68,838,144 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- First State Orthopaedics, P.A.
- EIN
- 51-0297303
- Plan number
- 001
- Plan type
- 2
- Location
- Newark, DE
- Latest filing year
- 2023
- Participants
- 510
- End-of-year plan assets
- $68,838,144
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 510 | H, C | 20241011145308NAL0039090784001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,838,144
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $68,838,144
- Net assets (BOY)
- $57,423,139
Income & contributions
- Employer contributions
- $1,917,338
- Participant contributions
- $2,367,163
- Total contributions
- $4,487,841
- Total income / additions
- $15,656,985
Expenses & distributions
- Benefits paid
- $4,131,078
- Administrative expenses
- $95,659
- Total expenses
- $4,241,980
- Net increase / (decrease)
- $11,415,005
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $52,189 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $32,960 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $8,931 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for First State Orthopaedics, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Newark, DE
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation