Orthopaedic Associates Of — 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 Associates Of (EIN 38-2192991) is a plan sponsor located in Muskegon, MI 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
38-2192991
Location
Muskegon, MI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,235,028
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,235,028

Contributions & income

Employer contributions
$1,201,706
Participant contributions
$986,956
Total income / additions
$6,815,807

Expenses & distributions

Benefits paid / distributions
$1,452,035
Total expenses
$1,494,001
Net increase / (decrease)
$5,321,806

Coverage

Total reported participants
454
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 Associates Of plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Orthopaedic Associates Of Muskegon, Pc 401(K) Plan004230$30,235,0282023
Orthopaedic Associates Of Muskegon Pc Health And Welfare Benefit Plan501224not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Orthopaedic Associates Of
YearPlanParticipantsSchedulesFiling
2023Orthopaedic Associates Of Muskegon Pc Health And Welfare Benefit Plan22420240822150009NAL0002632787001
2023Orthopaedic Associates Of Muskegon, Pc 401(K) Plan230H, C20241014113259NAL0044333792001

Related Form 5500 pages