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, Jacksonville Orthopaedic Institue, Inc. 401(K) Salary Reduction Plan & Trust is a benefit plan reported by Jacksonville Orthopaedic Institute, Inc. under EIN 59-3120987 and plan number 001. The latest loaded filing year is 2023. The filing reports 507 participants and $76,647,725 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,647,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,647,725
- Net assets (BOY)
- $67,361,569
Income & contributions
- Employer contributions
- $2,517,272
- Participant contributions
- $1,817,165
- Total contributions
- $4,344,788
- Total income / additions
- $16,160,943
Expenses & distributions
- Benefits paid
- $6,782,947
- Administrative expenses
- $91,840
- Total expenses
- $6,874,787
- Net increase / (decrease)
- $9,286,156