Plan5500

Essex Orthopaedics & Optima Sports Medicine, Pllc — 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, Essex Orthopaedics & Optima Sports Medicine, Pllc (EIN 26-1205937) is a plan sponsor located in Salem, NH 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
26-1205937
Location
Salem, NH
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Essex Orthopaedics & Optima Sports Medicine, Pllc

  • 1 loaded plans hold $552 in reported assets.
  • The largest, Essex And Optima 401(K) Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 47 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$552Summed across loaded plans
Total reported assets$552
Total reported participants47
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$552 total assets
Net assets$552Liabilities$0
Contributions & income
Employer contributions$21.4K
Participant contributions$44.9K
Total income / additions$391.5K
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$8.9M
Net increase / (decrease)-$8.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Essex And Optima 401(K) Retirement Plan
Participants per plan47Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Essex And Optima 401(K) Retirement Plan$552
    Plan #004 · 47 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Essex Orthopaedics & Optima Sports Medicine, Pllc. Open one for its full reported snapshot.

  1. 2023
    Essex And Optima 401(K) Retirement Plan47 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Essex Orthopaedics & Optima Sports Medicine, Pllc report on Form 5500?
Essex Orthopaedics & Optima Sports Medicine, Pllc (EIN 26-1205937) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Essex Orthopaedics & Optima Sports Medicine, Pllc?
The Employer Identification Number (EIN) reported for Essex Orthopaedics & Optima Sports Medicine, Pllc is 26-1205937.
What is the latest Form 5500 filing year for Essex Orthopaedics & Optima Sports Medicine, Pllc?
The latest loaded Form 5500 filing year for Essex Orthopaedics & Optima Sports Medicine, Pllc is 2023.

Related Form 5500 pages