Orthopaedic Specialty Group, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Orthopaedic Specialty Group, P.C. (EIN 06-1455612) is a plan sponsor located in Fairfield, CT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
06-1455612
Location
Fairfield, CT
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$33,283,492
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$33,283,492

Contributions & income

Employer contributions
$1,154,473
Participant contributions
$1,160,505
Total income / additions
$7,662,090

Expenses & distributions

Benefits paid / distributions
$5,312,328
Total expenses
$5,410,586
Net increase / (decrease)
$2,251,504

Coverage

Total reported participants
495
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Orthopaedic Specialty Group, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Orthopaedic Specialty Group, P. C. 401(K) Pension Plan001288$33,283,4922023
Orthopaedic Specialty Group Health And Welfare Plan501207not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Orthopaedic Specialty Group, P.C.
YearPlanParticipantsSchedulesFiling
2023Orthopaedic Specialty Group Health And Welfare Plan20720240617190240NAL0001991841001
2023Orthopaedic Specialty Group, P. C. 401(K) Pension Plan288H, C20241217090419NAL0002413009001

Related Form 5500 pages