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, Peninsula Orthopaedic Associates, P.A. Profit Sharing Plan is a benefit plan reported by Peninsula Orthopaedic Associates, P.A. under EIN 52-0910711 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $16,740,123 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,740,123
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,740,123
- Net assets (BOY)
- $15,142,246
Income & contributions
- Employer contributions
- $813,154
- Participant contributions
- $511,982
- Total contributions
- $1,484,138
- Total income / additions
- $3,759,498
Expenses & distributions
- Benefits paid
- $2,140,497
- Administrative expenses
- $19,218
- Total expenses
- $2,161,621
- Net increase / (decrease)
- $1,597,877