Blue Ridge Orthopaedic Associates, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Blue Ridge Orthopaedic Associates, P.C.)

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, Blue Ridge Orthopaedic Associates, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Blue Ridge Orthopaedic Associates, P.C. under EIN 54-1048105 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $32,420,761 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue Ridge Orthopaedic Associates, P.C.
EIN
54-1048105
Plan number
002
Plan type
2
Location
Warrenton, VA
Latest filing year
2023
Participants
208
End-of-year plan assets
$32,420,761

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023208H, C20241015145114NAL0016673219001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,420,761
Total liabilities (EOY)
$0
Net assets (EOY)
$32,420,761
Net assets (BOY)
$26,776,955

Income & contributions

Employer contributions
$799,838
Participant contributions
$707,675
Total contributions
$1,512,384
Total income / additions
$6,075,882

Expenses & distributions

Benefits paid
$376,846
Administrative expenses
$55,230
Total expenses
$432,076
Net increase / (decrease)
$5,643,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$3,847$79,9522023
Edward D Jones And CoNONE$0$51,3922023

Related Form 5500 pages