Orthopedic & Fracture Clinic, 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, Orthopedic & Fracture Clinic, P.C. (EIN 93-0645870) is a plan sponsor located in Portland, OR with 2 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
93-0645870
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$40,892,564
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$40,892,564

Contributions & income

Employer contributions
$1,415,853
Participant contributions
$1,173,635
Total income / additions
$9,160,948

Expenses & distributions

Benefits paid / distributions
$7,442,480
Total expenses
$7,454,936
Net increase / (decrease)
$1,706,012

Coverage

Total reported participants
395
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

Orthopedic & Fracture Clinic, P.C. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Orthopedic & Fracture Clinic, P.C. 401(K) Profit Sharing Plan001234$40,892,5642023
Orthopedic & Fracture Clinic Health & Welfare Plan501161not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Orthopedic & Fracture Clinic, P.C.
YearPlanParticipantsSchedulesFiling
2023Orthopedic & Fracture Clinic, P.C. 401(K) Profit Sharing Plan234H, C20241011161956NAL0022311249001
2023Orthopedic & Fracture Clinic Health & Welfare Plan16120250217173848NAL0002257233003

Related Form 5500 pages