University Orthopaedic Clinic, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (University Orthopaedic Clinic, 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, University Orthopaedic Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by University Orthopaedic Clinic, P.C. under EIN 63-0732734 and plan number 002. The latest loaded filing year is 2023. The filing reports 87 participants and $29,067,595 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- University Orthopaedic Clinic, P.C.
- EIN
- 63-0732734
- Plan number
- 002
- Plan type
- 2
- Location
- Northport, AL
- Latest filing year
- 2023
- Participants
- 87
- End-of-year plan assets
- $29,067,595
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 87 | I | 20240820140409NAL0006038178001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $29,067,595
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,067,595
- Net assets (BOY)
- $25,796,384
Income & contributions
- Employer contributions
- $441,282
- Participant contributions
- $391,344
- Total income / additions
- $4,549,994
Expenses & distributions
- Benefits paid
- $1,210,445
- Administrative expenses
- $68,338
- Total expenses
- $1,278,783
- Net increase / (decrease)
- $3,271,211
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.