Orthopedic & Fracture Clinic, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic & Fracture Clinic, P.C.)

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, Orthopedic & Fracture Clinic, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic & Fracture Clinic, P.C. under EIN 93-0645870 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $40,892,564 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopedic & Fracture Clinic, P.C.
EIN
93-0645870
Plan number
001
Plan type
2
Location
Portland, OR
Latest filing year
2023
Participants
234
End-of-year plan assets
$40,892,564

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023234H, C20241011161956NAL0022311249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,892,564
Total liabilities (EOY)
$0
Net assets (EOY)
$40,892,564
Net assets (BOY)
$39,186,552

Income & contributions

Employer contributions
$1,415,853
Participant contributions
$1,173,635
Total contributions
$2,673,251
Total income / additions
$9,160,948

Expenses & distributions

Benefits paid
$7,442,480
Administrative expenses
$12,456
Total expenses
$7,454,936
Net increase / (decrease)
$1,706,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prime Pensions Northwest, LLCTPA$9,950not reported in the loaded dataset2023

Related Form 5500 pages