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, Chatham Orthopaedic Associates, P.A. Retirement Plan is a benefit plan reported by Chatham Orthopaedic Associates, P.A. under EIN 58-1132546 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $18,431,692 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,431,692
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,431,692
- Net assets (BOY)
- $14,911,139
Income & contributions
- Employer contributions
- $1,135,120
- Participant contributions
- $599,057
- Total contributions
- $1,734,630
- Total income / additions
- $4,460,824
Expenses & distributions
- Benefits paid
- $881,775
- Administrative expenses
- $58,496
- Total expenses
- $940,271
- Net increase / (decrease)
- $3,520,553