Orthowest 401(K) Profit Sharing Plan — Form 5500 plan (Orthowest)
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, Orthowest 401(K) Profit Sharing Plan is a benefit plan reported by Orthowest under EIN 84-3548431 and plan number 001. The latest loaded filing year is 2023. The filing reports 148 participants and $13,123,616 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthowest
- EIN
- 84-3548431
- Plan number
- 001
- Plan type
- 2
- Location
- Laguna Woods, CA
- Latest filing year
- 2023
- Participants
- 148
- End-of-year plan assets
- $13,123,616
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 148 | H, C | 20241014161714NAL0013607139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,123,616
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,123,616
- Net assets (BOY)
- $10,348,376
Income & contributions
- Employer contributions
- $1,054,998
- Participant contributions
- $57,628
- Total contributions
- $1,157,513
- Total income / additions
- $3,055,702
Expenses & distributions
- Benefits paid
- $260,511
- Administrative expenses
- $19,951
- Total expenses
- $280,462
- Net increase / (decrease)
- $2,775,240
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $14,440 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,511 | not reported in the loaded dataset | 2023 |