Northwest Orthopaedic Specialist, P.S. 401(K) Savings Plan — Form 5500 plan (Northwest Orthopaedic Specialist, P .S.)
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, Northwest Orthopaedic Specialist, P.S. 401(K) Savings Plan is a benefit plan reported by Northwest Orthopaedic Specialist, P .S. under EIN 91-1502837 and plan number 004. The latest loaded filing year is 2023. The filing reports 400 participants and $67,762,122 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northwest Orthopaedic Specialist, P .S.
- EIN
- 91-1502837
- Plan number
- 004
- Plan type
- 2
- Location
- Spokane, WA
- Latest filing year
- 2023
- Participants
- 400
- End-of-year plan assets
- $67,762,122
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 400 | H, C | 20241011144313NAL0039043280001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $67,762,122
- Total liabilities (EOY)
- $39,627
- Net assets (EOY)
- $67,722,495
- Net assets (BOY)
- $56,748,892
Income & contributions
- Employer contributions
- $2,112,104
- Participant contributions
- $1,899,804
- Total contributions
- $4,489,336
- Total income / additions
- $15,431,793
Expenses & distributions
- Benefits paid
- $4,233,066
- Administrative expenses
- $225,124
- Total expenses
- $4,458,190
- Net increase / (decrease)
- $10,973,603
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northern Capital Management | NONE | $99,563 | not reported in the loaded dataset | 2023 |
| Randall & Hurley, Inc. | NONE | $30,243 | $0 | 2023 |
| Merrill Lynch Pierce Fenner Smith | NONE | $16,019 | not reported in the loaded dataset | 2023 |
| Gibson Capital, LLC | NONE | $13,446 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $9,846 | $0 | 2023 |
| North Star Resource Group | NONE | $8,398 | not reported in the loaded dataset | 2023 |
| Storehouse Financial | NONE | $7,360 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $356 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northwest Orthopaedic Specialist, P .S.
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Spokane, WA
- Northern Capital Management — Schedule C compensation
- Randall & Hurley, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Gibson Capital, LLC — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation
- North Star Resource Group — Schedule C compensation
- Storehouse Financial — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation