Appalachian Orthopaedic Associates P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Appalachian Orthopaedic Associates, P.C.)
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, Appalachian Orthopaedic Associates P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Appalachian Orthopaedic Associates, P.C. under EIN 62-1654377 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $21,591,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Appalachian Orthopaedic Associates, P.C.
- EIN
- 62-1654377
- Plan number
- 001
- Plan type
- 2
- Location
- Kingsport, TN
- Latest filing year
- 2023
- Participants
- 164
- End-of-year plan assets
- $21,591,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 164 | H, C | 20241015143435NAL0016640595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,591,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,591,075
- Net assets (BOY)
- $18,734,824
Income & contributions
- Employer contributions
- $688,475
- Participant contributions
- $449,169
- Total contributions
- $1,139,299
- Total income / additions
- $3,923,835
Expenses & distributions
- Benefits paid
- $1,011,051
- Administrative expenses
- $56,533
- Total expenses
- $1,067,584
- Net increase / (decrease)
- $2,856,251
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | CONSULTANT | $35,882 | $24 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $15,811 | $0 | 2023 |
| Qualified Plan Administrators, Inc | OTHER SERVICES | $0 | $7,585 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Appalachian Orthopaedic Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Kingsport, TN
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Qualified Plan Administrators, Inc — Schedule C compensation