First State Orthopaedics, P.A. — 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, First State Orthopaedics, P.A. (EIN 51-0297303) is a plan sponsor located in Newark, DE with 3 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
51-0297303
Location
Newark, DE
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$68,838,144
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$68,838,144

Contributions & income

Employer contributions
$1,917,338
Participant contributions
$2,367,163
Total income / additions
$15,656,985

Expenses & distributions

Benefits paid / distributions
$4,131,078
Total expenses
$4,241,980
Net increase / (decrease)
$11,415,005

Coverage

Total reported participants
1,189
Plans with financial statements
1
Plans with provider compensation
2

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

First State Orthopaedics, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
First State Orthopaedics, P.A. 401(K) Profit Sharing Plan001510$68,838,1442023
First State Orthopaedics, P.A. Group Insurance Plan503367not reported in the loaded dataset2023
First State Orthopaedics, P.A. Group Health Benefit Plan501312not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for First State Orthopaedics, P.A.
YearPlanParticipantsSchedulesFiling
2023First State Orthopaedics, P.A. 401(K) Profit Sharing Plan510H, C20241011145308NAL0039090784001
2023First State Orthopaedics, P.A. Group Health Benefit Plan312C20241017105024NAL0031690801001
2023First State Orthopaedics, P.A. Group Insurance Plan36720241017105302NAL0032971009001

Related Form 5500 pages