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, Southern Oregon Orthopedics, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Southern Oregon Orthopedics, Inc. under EIN 93-0587572 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $22,363,035 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,363,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,363,035
- Net assets (BOY)
- $19,449,635
Income & contributions
- Employer contributions
- $1,245,638
- Participant contributions
- $1,033,699
- Total contributions
- $2,353,030
- Total income / additions
- $5,960,044
Expenses & distributions
- Benefits paid
- $2,955,101
- Administrative expenses
- $84,765
- Total expenses
- $3,046,644
- Net increase / (decrease)
- $2,913,400