Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan — Form 5500 plan (Bridger Orthopedics And Sports Medicine, 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, Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan is a benefit plan reported by Bridger Orthopedics And Sports Medicine, P.C. under EIN 81-0512911 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $24,467,649 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bridger Orthopedics And Sports Medicine, P.C.
- EIN
- 81-0512911
- Plan number
- 001
- Plan type
- 2
- Location
- Bozeman, MT
- Latest filing year
- 2023
- Participants
- 157
- End-of-year plan assets
- $24,467,649
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 157 | H, C | 20241009111311NAL0019065249001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $24,467,649
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $24,467,649
- Net assets (BOY)
- $30,469,361
Income & contributions
- Employer contributions
- $1,149,002
- Participant contributions
- $734,835
- Total contributions
- $1,956,698
- Total income / additions
- $6,627,940
Expenses & distributions
- Benefits paid
- $12,563,025
- Administrative expenses
- $66,627
- Total expenses
- $12,629,652
- Net increase / (decrease)
- -$6,001,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $32,267 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | CONTRACT ADMINISTRATOR | $1,050 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $300 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bridger Orthopedics And Sports Medicine, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in MT
- 401(k) and benefit plan filings in Bozeman, MT
- Wells Fargo Advisors LLC — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation