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, Ortholonestar 401(K) Retirement Plan is a benefit plan reported by Ortholonestar, Pllc under EIN 84-2136648 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,298 participants and $198,154,067 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $198,154,067
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $198,154,067
- Net assets (BOY)
- $168,371,542
Income & contributions
- Employer contributions
- $7,659,713
- Participant contributions
- $5,930,338
- Total contributions
- $14,542,350
- Total income / additions
- $41,948,736
Expenses & distributions
- Benefits paid
- $11,976,152
- Administrative expenses
- $190,059
- Total expenses
- $12,166,211
- Net increase / (decrease)
- $29,782,525