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. Cash Balance Plan is a benefit plan reported by Southern Oregon Orthopedics, Inc. under EIN 93-0587572 and plan number 003. The latest loaded filing year is 2023. The filing reports 205 participants and $8,649,895 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,649,895
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,649,895
- Net assets (BOY)
- $7,243,706
Income & contributions
- Employer contributions
- $572,000
- Participant contributions
- $0
- Total contributions
- $572,000
- Total income / additions
- $1,807,968
Expenses & distributions
- Benefits paid
- $369,903
- Administrative expenses
- $31,876
- Total expenses
- $401,779
- Net increase / (decrease)
- $1,406,189