Orthoarkansas, P. A. Profit Sharing Plan And Trust — Form 5500 plan (Orthoarkansas, P.A.)
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, Orthoarkansas, P. A. Profit Sharing Plan And Trust is a benefit plan reported by Orthoarkansas, P.A. under EIN 71-0485626 and plan number 001. The latest loaded filing year is 2023. The filing reports 493 participants and $59,095,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthoarkansas, P.A.
- EIN
- 71-0485626
- Plan number
- 001
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 493
- End-of-year plan assets
- $59,095,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 493 | H, C | 20241015151915NAL0028908273001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,095,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,095,970
- Net assets (BOY)
- $52,918,940
Income & contributions
- Employer contributions
- $2,142,067
- Participant contributions
- $1,276,042
- Total contributions
- $3,467,959
- Total income / additions
- $11,828,155
Expenses & distributions
- Benefits paid
- $5,469,822
- Administrative expenses
- $181,303
- Total expenses
- $5,651,125
- Net increase / (decrease)
- $6,177,030
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Correll Co | RECORDKEEPER | $69,150 | $0 | 2023 |
| Pension Consultants, Inc. | ADVISOR | $25,000 | $0 | 2023 |
| Ameriprise Financial Services, LLC | ADVISOR | $19,011 | $0 | 2023 |
| Robert Bass | ADVISOR | $17,334 | $0 | 2023 |
| Frostf, Pllc | AUDITORS | $11,000 | not reported in the loaded dataset | 2023 |
| Lathrop Investment Management | ADVISOR | $9,404 | $0 | 2023 |
| Raymond James & Associates | ADVISOR | $8,532 | $0 | 2023 |
| Mml Investors Services, LLC | ADVISOR | $7,059 | $0 | 2023 |
| Mai Capital Management LLC | ADVISOR | $6,912 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthoarkansas, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Correll Co — Schedule C compensation
- Pension Consultants, Inc. — Schedule C compensation
- Ameriprise Financial Services, LLC — Schedule C compensation
- Robert Bass — Schedule C compensation
- Frostf, Pllc — Schedule C compensation
- Lathrop Investment Management — Schedule C compensation
- Raymond James & Associates — Schedule C compensation
- Mml Investors Services, LLC — Schedule C compensation
- Mai Capital Management LLC — Schedule C compensation