Slocum Orthopedics, P.C. — 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, Slocum Orthopedics, P.C. (EIN 93-0603212) is a plan sponsor located in Eugene, OR 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
93-0603212
Location
Eugene, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$67,489,818
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$67,489,818

Contributions & income

Employer contributions
$2,504,456
Participant contributions
$1,924,403
Total income / additions
$13,176,287

Expenses & distributions

Benefits paid / distributions
$4,423,502
Total expenses
$4,540,521
Net increase / (decrease)
$8,635,766

Coverage

Total reported participants
722
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

Slocum Orthopedics, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan001434$67,489,8182023
Slocum Orthopedics, Pc Welfare Benefit Plan502288not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Slocum Orthopedics, P.C.
YearPlanParticipantsSchedulesFiling
2023Slocum Orthopedics, Pc Welfare Benefit Plan28820240918202334NAL0002936531001
2023Slocum Orthopedics, P.C. 401(K) Profit Sharing Plan434H, C20241010124818NAL0040065202001

Related Form 5500 pages