Plan5500

Orthocarolina 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, Orthocarolina P.A. (EIN 56-1093722) is a plan sponsor located in Charlotte, NC 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
56-1093722
Location
Charlotte, NC
Loaded plans
3
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 Orthocarolina P.A.

  • 3 loaded plans hold $361.6M in reported assets.
  • The largest, Orthocarolina 401(K)And Profit Sharing Plan, holds 91% of this company's reported plan assets.
  • Plans cover 4,294 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$361.6MSummed across loaded plans$361,595,432
Total reported assets$361.6M$361,595,432
Total reported participants4.3K4,294
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$361.6M total assets
Net assets$361.6MLiabilities$0
Contributions & income
Employer contributions$16.8M
Participant contributions$10.8M
Total income / additions$79.5M
Expenses & distributions
Benefits paid / distributions$26.7M
Total expenses$27M
Net increase / (decrease)$52.5M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets91%Orthocarolina 401(K)And Profit Sharing Plan
Participants per plan1,431Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Orthocarolina 401(K)And Profit Sharing Plan$330.4M
    Plan #001 · 2,609 participants · 2023
  2. 2
    Orthocarolina Cash Balance Pension Plan$31.2M
    Plan #003 · 133 participants · 2023
  3. 3
    Orthocarolina P.A. Health And Welfare Plannot reported in the loaded dataset
    Plan #503 · 1,552 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 Orthocarolina P.A.. Open one for its full reported snapshot.

  1. 2023
    Orthocarolina P.A. Health And Welfare Plan1,552 participants · 2No schedules
    View filing →
  2. 2023
    Orthocarolina Cash Balance Pension Plan133 participants · 2Sch HSch C
    View filing →
  3. 2023
    Orthocarolina 401(K)And Profit Sharing Plan2,609 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Orthocarolina P.A. report on Form 5500?
Orthocarolina P.A. (EIN 56-1093722) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Orthocarolina P.A.?
The Employer Identification Number (EIN) reported for Orthocarolina P.A. is 56-1093722.
What is the latest Form 5500 filing year for Orthocarolina P.A.?
The latest loaded Form 5500 filing year for Orthocarolina P.A. is 2023.

Related Form 5500 pages