Plan5500

Tri-City Orthopaedic Clinic, Psc 401(K) Profit Sharing Plan — Form 5500 plan (Tri-City Orthopaedic Clinic, Psc)

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, Tri-City Orthopaedic Clinic, Psc 401(K) Profit Sharing Plan is a benefit plan reported by Tri-City Orthopaedic Clinic, Psc under EIN 91-1866685 and plan number 001. The latest loaded filing year is 2023. The filing reports 164 participants and $10,719,382 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tri-City Orthopaedic Clinic, Psc
EIN
91-1866685
Plan number
001
Plan type
2
Location
Kennewick, WA
Latest filing year
2023
Participants
164
End-of-year plan assets
$10,719,382

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023164H, C20241015121733NAL0056069618001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,719,382
Total liabilities (EOY)
$0
Net assets (EOY)
$10,719,382
Net assets (BOY)
$9,448,409

Income & contributions

Employer contributions
$259,819
Participant contributions
$506,085
Total contributions
$860,473
Total income / additions
$2,598,842

Expenses & distributions

Benefits paid
$1,278,169
Administrative expenses
$42,840
Total expenses
$1,327,869
Net increase / (decrease)
$1,270,973

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Hfg Trust LLCINVESTMENT/FINANCIAL ADV$35,275not reported in the loaded dataset2023
Randal & Hurley, IncTPA$6,467not reported in the loaded dataset2023
Charles Schwab Trust BankDIRECTED TRUSTEE-CUSTODI$4,922not reported in the loaded dataset2023

Related Form 5500 pages