Scoi Profit Sharing Plan — Form 5500 plan (Southern California Orthopedic Institute, Lp)
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, Scoi Profit Sharing Plan is a benefit plan reported by Southern California Orthopedic Institute, Lp under EIN 95-3150156 and plan number 003. The latest loaded filing year is 2023. The filing reports 135 participants and $27,816,910 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern California Orthopedic Institute, Lp
- EIN
- 95-3150156
- Plan number
- 003
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 135
- End-of-year plan assets
- $27,816,910
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 135 | H, C | 20240930110007NAL0005451745001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $27,816,910
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $27,816,910
- Net assets (BOY)
- $23,704,403
Income & contributions
- Employer contributions
- $1,847,285
- Total contributions
- $1,847,285
- Total income / additions
- $6,026,491
Expenses & distributions
- Benefits paid
- $1,872,207
- Administrative expenses
- $41,777
- Total expenses
- $1,913,984
- Net increase / (decrease)
- $4,112,507
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp,Inc. | RECORD KEEPER | $14,875 | not reported in the loaded dataset | 2023 |
| Actuarial Benefits Corp. | THIRD PARTY ADMIN | $10,140 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney LLC | RECORD KEEPER | $10,000 | not reported in the loaded dataset | 2023 |
| Withumsmithbrown | ACCOUNTANT | $6,742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern California Orthopedic Institute, Lp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Van Nuys, CA
- Adp,Inc. — Schedule C compensation
- Actuarial Benefits Corp. — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Withumsmithbrown — Schedule C compensation