2023 Form 5500 filing — Oiwk 401(K) Profit Sharing 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 20240702175817NAL0005491217001) for Oiwk 401(K) Profit Sharing Plan, reported by The Orthopaedic Institute Of Western Kentucky, Pllc under EIN 87-0993907 and plan number 001. It reports 164 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.7MReported net assets$2,694,106
Participants164
Provider compensation$8.6K3 Schedule C row(s)$8,577
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240702175817NAL0005491217001
Plan sponsor
The Orthopaedic Institute Of Western Kentucky, Pllc
EIN
87-0993907
Plan number
001
Location
Paducah, KY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.7M total assets
Net assets$2.7MLiabilities$338
Money in vs. money out
Total income / additions$1.9M
Total expenses$551.1K
Benefits paid / distributions$543K
Contributions
Employer$785.8K
Participant$470.3K
Full reported line items
Total assets (EOY)
$2,694,444
Total liabilities (EOY)
$338
Net assets (EOY)
$2,694,106
Employer contributions
$785,810
Participant contributions
$470,253
Total income / additions
$1,940,329
Benefits paid
$543,044
Administrative expenses
$8,095
Total expenses
$551,139
Net increase / (decrease)
$1,389,190
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $5.4K · Indirect $0
  2. 2
    CONTRACT ADMIN · Direct $2.2K
  3. 3
    INVESTMENT ADVISOR · Direct $1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240702175817NAL0005491217001 cover?
It is the 2023 Form 5500 filing for Oiwk 401(K) Profit Sharing Plan, reported by The Orthopaedic Institute Of Western Kentucky, Pllc (EIN 87-0993907).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages