Peninsula Orthopedic Associates Profit Sharing 401(K) Plan — Form 5500 plan (Peninsula Orthopedic Associates)
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, Peninsula Orthopedic Associates Profit Sharing 401(K) Plan is a benefit plan reported by Peninsula Orthopedic Associates under EIN 94-2231888 and plan number 001. The latest loaded filing year is 2023. The filing reports 119 participants and $14,158,119 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Peninsula Orthopedic Associates
- EIN
- 94-2231888
- Plan number
- 001
- Plan type
- 2
- Location
- Daly City, CA
- Latest filing year
- 2023
- Participants
- 119
- End-of-year plan assets
- $14,158,119
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 119 | I | 20241015130554NAL0016449859001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $14,158,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,158,119
- Net assets (BOY)
- $16,979,138
Income & contributions
- Employer contributions
- $190,827
- Participant contributions
- $431,865
- Total income / additions
- $2,540,048
Expenses & distributions
- Benefits paid
- $5,263,855
- Administrative expenses
- $97,212
- Total expenses
- $5,361,067
- Net increase / (decrease)
- -$2,821,019
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.