Plan5500

Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan — Form 5500 plan (Advanced Orthopedics Of Oklahoma, Pllc)

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, Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan is a benefit plan reported by Advanced Orthopedics Of Oklahoma, Pllc under EIN 81-3249663 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $70,991,379 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$71MPlan net assets, end of year$70,991,379
Participants333Covered participants reported
Assets / participant$213.2KComputed: assets ÷ participants$213,187 (computed)
Provider compensation$79K1 Schedule C provider row(s)$79,009
Plan sponsor
Advanced Orthopedics Of Oklahoma, Pllc
EIN
81-3249663
Plan number
001
Plan type
2
Location
Tulsa, OK
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    333 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$71M total assets
Net assets$71MLiabilities—
Money in vs. money out
Total income / additions$13M
Total expenses$6M
Benefits paid / distributions$6M
Contributions
Employer$1.6M
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$70,991,379
Net assets (EOY)
$70,991,379
Net assets (BOY)
$64,024,584

Income & contributions

Employer contributions
$1,648,578
Participant contributions
$1,030,899
Total contributions
$2,680,178
Total income / additions
$13,004,531

Expenses & distributions

Benefits paid
$5,958,727
Administrative expenses
$79,009
Total expenses
$6,037,736
Net increase / (decrease)
$6,966,795
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 62%Participant 38%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income46%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Trust Company Of Oklahoma$79K
    TRUSTEE · Direct $79K

What to inspect next

Frequently asked questions

Who sponsors the Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan?
Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan is reported as sponsored by Advanced Orthopedics Of Oklahoma, Pllc (EIN 81-3249663, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan?
The latest Form 5500 filing year loaded for Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan is 2023.
How many participants does Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan report?
Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan reports 333 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan?
Advanced Orthopedics Of Oklahoma, Pllc 401(K) Plan reports $70,991,379 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages