Orthonj 401(K) Plan — Form 5500 plan (Orthonj, LLC)

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, Orthonj 401(K) Plan is a benefit plan reported by Orthonj, LLC under EIN 82-4413259 and plan number 001. The latest loaded filing year is 2023. The filing reports 887 participants and $155,551,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthonj, LLC
EIN
82-4413259
Plan number
001
Plan type
2
Location
Somerset, NJ
Latest filing year
2023
Participants
887
End-of-year plan assets
$155,551,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023887H, C20241010095828NAL0019889793001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$155,551,376
Total liabilities (EOY)
$0
Net assets (EOY)
$155,551,376
Net assets (BOY)
$124,734,165

Income & contributions

Employer contributions
$6,103,038
Participant contributions
$4,781,002
Total contributions
$11,886,653
Total income / additions
$35,773,842

Expenses & distributions

Benefits paid
$4,872,819
Administrative expenses
$83,812
Total expenses
$4,956,631
Net increase / (decrease)
$30,817,211

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Usi Consulting GroupRECORDKEEPER$14,990$43,1962023
Kb Financial PartnersINVESTMENT ADVISOR$32,387not reported in the loaded dataset2023
Charles Schwab Trust BankNONE$0$14,5822023

Related Form 5500 pages