Golden State Orthopedics & Spine Profit Sharing 401(K) Plan — Form 5500 plan (Golden State Orthopedics & Spine)
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, Golden State Orthopedics & Spine Profit Sharing 401(K) Plan is a benefit plan reported by Golden State Orthopedics & Spine under EIN 94-3375456 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $95,992,097 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$96MPlan net assets, end of year$95,980,637
Participants638Covered participants reported
Assets / participant$150.5KComputed: assets ÷ participants$150,458 (computed)
Provider compensation$440K6 Schedule C provider row(s)$439,971
- Plan sponsor
- Golden State Orthopedics & Spine
- EIN
- 94-3375456
- Plan number
- 002
- Plan type
- 2
- Location
- Walnut Creek, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 638 | H, C | 20241015181742NAL0029357169001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$96M total assets
Net assets$96MLiabilities$11.5K
Full reported line items
Net assets
- Total assets (EOY)
- $95,992,097
- Total liabilities (EOY)
- $11,460
- Net assets (EOY)
- $95,980,637
- Net assets (BOY)
- $79,520,078
Income & contributions
- Employer contributions
- $2,758,273
- Participant contributions
- $2,354,325
- Total contributions
- $5,211,068
- Total income / additions
- $16,666,840
Expenses & distributions
- Benefits paid
- $8,923,092
- Administrative expenses
- $463,348
- Total expenses
- $9,386,440
- Net increase / (decrease)
- $7,280,400
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
54%46%
Employer 54%Participant 46%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capital Performance Advisors | INVESTMENT ADVISOR | $209,227 | not reported in the loaded dataset | 2023 |
| Pensionone Advisors | PLAN ADMINISTRATION | $111,747 | not reported in the loaded dataset | 2023 |
| Pillar Wealth Mgmt LLC | INVESTMENT ADVISOR | $38,206 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | DAILY VAL RECORD KEEPER | $32,525 | not reported in the loaded dataset | 2023 |
| Rockefeller Global Family Office | INVESTMENT ADVISOR | $30,003 | not reported in the loaded dataset | 2023 |
| Ledgewood Wealth Advisors | INVESTMENT ADVISOR | $18,263 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Golden State Orthopedics & Spine
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Walnut Creek, CA
- Capital Performance Advisors — Schedule C compensation
- Pensionone Advisors — Schedule C compensation
- Pillar Wealth Mgmt LLC — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Rockefeller Global Family Office — Schedule C compensation
- Ledgewood Wealth Advisors — Schedule C compensation