2023 Form 5500 filing — Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust
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 20240829180007NAL0007798979003) for Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust, reported by Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust under EIN 82-0299260 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240829180007NAL0007798979003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust
- EIN
- 82-0299260
- Plan number
- 001
- Location
- Caldwell, ID
- Participants
- 39
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,712,745
- Net assets (EOY)
- $8,712,745
- Employer contributions
- $188,812
- Participant contributions
- $161,180
- Total income / additions
- $2,121,055
- Benefits paid
- $425,189
- Administrative expenses
- $75,021
- Total expenses
- $500,210
- Net increase / (decrease)
- $1,620,845
- Schedule source
- Schedule I