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, Orthotennessee 401(K) Plan is a benefit plan reported by Orthotennessee, P.C. under EIN 62-1700130 and plan number 002. The latest loaded filing year is 2023. The filing reports 759 participants and $144,318,133 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,318,133
- Total liabilities (EOY)
- $161
- Net assets (EOY)
- $144,317,972
- Net assets (BOY)
- $142,176,819
Income & contributions
- Employer contributions
- $5,286,858
- Participant contributions
- $3,051,493
- Total contributions
- $8,716,566
- Total income / additions
- $27,679,225
Expenses & distributions
- Benefits paid
- $25,053,510
- Administrative expenses
- $351,474
- Total expenses
- $25,538,072
- Net increase / (decrease)
- $2,141,153