Excelsior Orthopaedics Llp — 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, Excelsior Orthopaedics Llp (EIN 16-1608040) is a plan sponsor located in Amherst, NY with 1 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
16-1608040
Location
Amherst, NY
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$50,369,369
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$50,369,369

Contributions & income

Employer contributions
$2,181,154
Participant contributions
$2,670,680
Total income / additions
$12,541,338

Expenses & distributions

Benefits paid / distributions
$1,296,661
Total expenses
$1,451,798
Net increase / (decrease)
$11,089,540

Coverage

Total reported participants
1,017
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

Excelsior Orthopaedics Llp plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Excelsior Orthopaedics, Llp 401(K) Profit Sharing Plan001730$50,369,3692023
Excelsior Orthopaedics, Llp Employee Welfare Benefit Plan501287not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Excelsior Orthopaedics Llp
YearPlanParticipantsSchedulesFiling
2023Excelsior Orthopaedics, Llp Employee Welfare Benefit Plan28720240504161612NAL0036743922001
2023Excelsior Orthopaedics, Llp 401(K) Profit Sharing Plan730H, C20241011143949NAL0037216528001

Related Form 5500 pages