Watauga Orthopaedics, Plc 401(K) Profit Sharing Plan — Form 5500 plan (Watauga Orthopaedics, Plc)

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, Watauga Orthopaedics, Plc 401(K) Profit Sharing Plan is a benefit plan reported by Watauga Orthopaedics, Plc under EIN 62-1586264 and plan number 002. The latest loaded filing year is 2023. The filing reports 275 participants and $32,339,362 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Watauga Orthopaedics, Plc
EIN
62-1586264
Plan number
002
Plan type
2
Location
Johnson City, TN
Latest filing year
2023
Participants
275
End-of-year plan assets
$32,339,362

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023275H, C20241015115529NAL0016287747001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,339,362
Total liabilities (EOY)
$0
Net assets (EOY)
$32,339,362
Net assets (BOY)
$28,257,939

Income & contributions

Employer contributions
$1,399,118
Participant contributions
$1,086,115
Total contributions
$2,733,378
Total income / additions
$6,809,392

Expenses & distributions

Benefits paid
$2,670,289
Administrative expenses
$57,680
Total expenses
$2,727,969
Net increase / (decrease)
$4,081,423

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Purshe Kaplan Sterling InvADVISOR$55,911not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,769$02023

Related Form 5500 pages