Plan5500

Corus Orthodontists LLC 401(K) Plan — Form 5500 plan (Corus Orthodontists 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, Corus Orthodontists LLC 401(K) Plan is a benefit plan reported by Corus Orthodontists LLC under EIN 84-3269833 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $35,996,727 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Corus Orthodontists LLC
EIN
84-3269833
Plan number
002
Plan type
3
Location
Lone Tree, CO
Latest filing year
2023
Participants
195
End-of-year plan assets
$35,996,727

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20241015102131NAL0028044913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,996,727
Total liabilities (EOY)
$425
Net assets (EOY)
$35,996,302
Net assets (BOY)
$23,297,985

Income & contributions

Employer contributions
$563,948
Participant contributions
$1,294,508
Total contributions
$9,403,174
Total income / additions
$14,104,859

Expenses & distributions

Benefits paid
$1,309,796
Administrative expenses
$96,746
Total expenses
$1,406,542
Net increase / (decrease)
$12,698,317

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gallagher Benefit Services IncINVESTMENT ADVISOR$73,647not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$20,344$02023
Alerus Financial NaCONTRACT ADMIN$2,565not reported in the loaded dataset2023
Retirement Planning ServicesTHIRD PARTY ADMIN$190not reported in the loaded dataset2023

Related Form 5500 pages