2023 Form 5500 filing — Orthoillinois Profit Sharing/Safe Harbor 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240307181442NAL0032693568001) for Orthoillinois Profit Sharing/Safe Harbor 401(K) Plan, reported by Rockford Orthopedic Associates, Ltd. Dba Orthoillinois under EIN 36-2691111 and plan number 001. It reports 620 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240307181442NAL0032693568001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rockford Orthopedic Associates, Ltd. Dba Orthoillinois
- EIN
- 36-2691111
- Plan number
- 001
- Location
- Rockford, IL
- Participants
- 620
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,005,608
- Benefits paid
- $4,679,331
- Administrative expenses
- $56,524
- Total expenses
- $4,735,855
- Net increase / (decrease)
- -$730,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Savant Capital Management | NONE | $54,064 | not reported in the loaded dataset |