Desert Orthopaedic Center, Ltd. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Desert Orthopaedic Center)

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, Desert Orthopaedic Center, Ltd. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Desert Orthopaedic Center under EIN 91-0858192 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $55,837,256 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Desert Orthopaedic Center
EIN
91-0858192
Plan number
001
Plan type
2
Location
Las Vegas, NV
Latest filing year
2023
Participants
276
End-of-year plan assets
$55,837,256

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023276H, C20241014175833NAL0026894913001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,837,256
Total liabilities (EOY)
$0
Net assets (EOY)
$55,837,256
Net assets (BOY)
$46,885,187

Income & contributions

Employer contributions
$1,866,852
Participant contributions
$1,635,086
Total contributions
$3,526,263
Total income / additions
$10,616,832

Expenses & distributions

Benefits paid
$1,513,612
Administrative expenses
$151,151
Total expenses
$1,664,763
Net increase / (decrease)
$8,952,069

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$43,336not reported in the loaded dataset2023
Empower Annuity Ins Co Of AmeericaRECORDKEEPER$40,631$02023
Kushner & CompanyCONTRACT ADMIN$4,023$5,0002023

Related Form 5500 pages