Emergeortho Pa Retirement Plan 2 — Form 5500 plan (Emergeortho Pa)

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, Emergeortho Pa Retirement Plan 2 is a benefit plan reported by Emergeortho Pa under EIN 56-1079264 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,294 participants and $48,628,980 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emergeortho Pa
EIN
56-1079264
Plan number
002
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
1,294
End-of-year plan assets
$48,628,980

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,294H, C20250325124236NAL0007691043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$48,628,980
Total liabilities (EOY)
$0
Net assets (EOY)
$48,628,980
Net assets (BOY)
$39,098,947

Income & contributions

Employer contributions
$3,033,800
Participant contributions
$4,142,890
Total contributions
$7,761,859
Total income / additions
$14,522,007

Expenses & distributions

Benefits paid
$3,163,875
Administrative expenses
$96,111
Total expenses
$3,259,986
Net increase / (decrease)
$11,262,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$101,136$02023

Related Form 5500 pages