Plan5500

Golden State Orthopedics & Spine — 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, Golden State Orthopedics & Spine (EIN 94-3375456) is a plan sponsor located in Walnut Creek, CA 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
94-3375456
Location
Walnut Creek, CA
Loaded plans
2
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 Golden State Orthopedics & Spine

  • 2 loaded plans hold $96M in reported assets.
  • The largest, Golden State Orthopedics & Spine Profit Sharing 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,152 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$96MSummed across loaded plans$95,980,637
Total reported assets$96M$95,992,097
Total reported participants1.2K1,152
Total reported liabilities$11.5K$11,460

Reported net position

Reported assets = net assets + liabilities (summed)$96M total assets
Net assets$96MLiabilities$11.5K
Contributions & income
Employer contributions$2.8M
Participant contributions$2.4M
Total income / additions$16.7M
Expenses & distributions
Benefits paid / distributions$8.9M
Total expenses$9.4M
Net increase / (decrease)$7.3M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Golden State Orthopedics & Spine Profit Sharing 401(K) Plan
Participants per plan576Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Golden State Orthopedics & Spine Profit Sharing 401(K) Plan$96M
    Plan #002 · 638 participants · 2023
  2. 2
    Golden State Orthopedics & Spine Life And Health Plannot reported in the loaded dataset
    Plan #502 · 514 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 Golden State Orthopedics & Spine. Open one for its full reported snapshot.

  1. 2023
    Golden State Orthopedics & Spine Life And Health Plan514 participants · 2No schedules
    View filing →
  2. 2023
    Golden State Orthopedics & Spine Profit Sharing 401(K) Plan638 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Golden State Orthopedics & Spine report on Form 5500?
Golden State Orthopedics & Spine (EIN 94-3375456) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Golden State Orthopedics & Spine?
The Employer Identification Number (EIN) reported for Golden State Orthopedics & Spine is 94-3375456.
What is the latest Form 5500 filing year for Golden State Orthopedics & Spine?
The latest loaded Form 5500 filing year for Golden State Orthopedics & Spine is 2023.

Related Form 5500 pages