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, Raleigh Orthopaedic Clinic 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Raleigh Orthopaedic Clinic, P.A. under EIN 56-0941814 and plan number 001. The latest loaded filing year is 2023. The filing reports 586 participants and $67,777,405 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,777,405
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $67,777,405
- Net assets (BOY)
- $56,655,807
Income & contributions
- Employer contributions
- $2,149,376
- Participant contributions
- $2,909,351
- Total contributions
- $5,677,408
- Total income / additions
- $14,584,473
Expenses & distributions
- Benefits paid
- $3,417,848
- Administrative expenses
- $45,027
- Total expenses
- $3,462,875
- Net increase / (decrease)
- $11,121,598