Ortec, Inc. Employees Retirement Savings And Profit Sharing Plan — Form 5500 plan (Ortec, Inc.)

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, Ortec, Inc. Employees Retirement Savings And Profit Sharing Plan is a benefit plan reported by Ortec, Inc. under EIN 57-0700660 and plan number 002. The latest loaded filing year is 2023. The filing reports 361 participants and $24,203,168 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ortec, Inc.
EIN
57-0700660
Plan number
002
Plan type
2
Location
Easley, SC
Latest filing year
2023
Participants
361
End-of-year plan assets
$24,203,168

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023361H, C20250715125306NAL0001315891001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,203,168
Total liabilities (EOY)
$0
Net assets (EOY)
$24,203,168
Net assets (BOY)
$19,565,276

Income & contributions

Employer contributions
$455,053
Participant contributions
$1,307,852
Total contributions
$2,048,564
Total income / additions
$7,014,520

Expenses & distributions

Benefits paid
$2,341,191
Administrative expenses
$27,201
Total expenses
$2,376,628
Net increase / (decrease)
$4,637,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$20,715$02023
Strategic Advisors, Inc.ADVISOR$6,486not reported in the loaded dataset2023

Related Form 5500 pages