Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And Profit Sharing Plan — Form 5500 plan (Orthopaedic And Sports Medicine Center - Norman, P)

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, Orthopaedic And Sports Medicine Center - Norman, P. C. 401(K) And Profit Sharing Plan is a benefit plan reported by Orthopaedic And Sports Medicine Center - Norman, P under EIN 73-0956029 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $6,120,339 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic And Sports Medicine Center - Norman, P
EIN
73-0956029
Plan number
001
Plan type
2
Location
Norman, OK
Latest filing year
2023
Participants
137
End-of-year plan assets
$6,120,339

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241003053529NAL0010035105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,120,339
Total liabilities (EOY)
$0
Net assets (EOY)
$6,120,339
Net assets (BOY)
$5,630,402

Income & contributions

Employer contributions
$175,174
Participant contributions
$324,497
Total contributions
$499,671
Total income / additions
$1,336,581

Expenses & distributions

Benefits paid
$825,987
Administrative expenses
$16,017
Total expenses
$846,644
Net increase / (decrease)
$489,937

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cadent Capital Advisors LLCADVISOR$14,617not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$1,412$02023

Related Form 5500 pages