Arlington Orthopedic Associates, P.A. 401(K) Profit Sharing Plan — Form 5500 plan (Arlington Orthopedic Associates, 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, Arlington Orthopedic Associates, P.A. 401(K) Profit Sharing Plan is a benefit plan reported by Arlington Orthopedic Associates, P.A. under EIN 75-2661095 and plan number 001. The latest loaded filing year is 2023. The filing reports 285 participants and $14,115,325 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Arlington Orthopedic Associates, P.A.
- EIN
- 75-2661095
- Plan number
- 001
- Plan type
- 2
- Location
- Arlington, TX
- Latest filing year
- 2023
- Participants
- 285
- End-of-year plan assets
- $14,115,325
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 285 | H, C | 20241015112829NAL0016231523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,115,325
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,115,325
- Net assets (BOY)
- $11,886,424
Income & contributions
- Employer contributions
- $419,028
- Participant contributions
- $1,039,799
- Total contributions
- $1,495,417
- Total income / additions
- $3,601,483
Expenses & distributions
- Benefits paid
- $1,321,012
- Administrative expenses
- $51,570
- Total expenses
- $1,372,582
- Net increase / (decrease)
- $2,228,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,426 | $0 | 2023 |
| Global Retirement Partners LLC | ADVISOR | $14,642 | not reported in the loaded dataset | 2023 |
| Visionpoint Advisory Group | ADVISOR | $6,502 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Arlington Orthopedic Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Arlington, TX
- Fidelity Investments Institutional — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Visionpoint Advisory Group — Schedule C compensation