South Bend Orthopaedic Associates 401(K) Plan — Form 5500 plan (Ascendant Orthopaedic Alliance)
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, South Bend Orthopaedic Associates 401(K) Plan is a benefit plan reported by Ascendant Orthopaedic Alliance under EIN 81-4710676 and plan number 001. The latest loaded filing year is 2023. The filing reports 332 participants and $3,159,168 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ascendant Orthopaedic Alliance
- EIN
- 81-4710676
- Plan number
- 001
- Plan type
- 2
- Location
- South Bend, IN
- Latest filing year
- 2023
- Participants
- 332
- End-of-year plan assets
- $3,159,168
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 332 | H, C | 20241015203603NAL0017190355001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,159,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,159,168
- Net assets (BOY)
- $30,407,137
Income & contributions
- Employer contributions
- $105,262
- Participant contributions
- $543,854
- Total contributions
- $723,343
- Total income / additions
- $3,740,989
Expenses & distributions
- Benefits paid
- $30,861,050
- Administrative expenses
- $127,908
- Total expenses
- $30,988,958
- Net increase / (decrease)
- -$27,247,969
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Inc. | NONE | $56,181 | not reported in the loaded dataset | 2023 |
| Tpp Retirement Plan Specialists LLC | NONE | $54,050 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $17,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ascendant Orthopaedic Alliance
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in South Bend, IN
- Creative Planning Inc. — Schedule C compensation
- Tpp Retirement Plan Specialists LLC — Schedule C compensation
- Matrix Trust Company — Schedule C compensation