Orthopedics Northwest 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Orthopedics Northwest Pllc)
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, Orthopedics Northwest 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Orthopedics Northwest Pllc under EIN 91-2058773 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $25,768,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedics Northwest Pllc
- EIN
- 91-2058773
- Plan number
- 001
- Plan type
- 2
- Location
- Yakima, WA
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $25,768,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20241010173644NAL0010307811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,768,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,768,384
- Net assets (BOY)
- $27,413,633
Income & contributions
- Employer contributions
- $266,069
- Participant contributions
- $555,894
- Total contributions
- $821,963
- Total income / additions
- $5,063,810
Expenses & distributions
- Benefits paid
- $6,652,009
- Administrative expenses
- $57,050
- Total expenses
- $6,709,059
- Net increase / (decrease)
- -$1,645,249
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Global | NONE | $41,101 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $15,949 | $130 | 2023 |