2023 Form 5500 filing — Regional Orthopaedic Associates 401(K) Psp
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 20240903083620NAL0018758977001) for Regional Orthopaedic Associates 401(K) Psp, reported by Regional Orthopaedic Associates, P.A. under EIN 51-0366909 and plan number 003. It reports 224 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903083620NAL0018758977001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Orthopaedic Associates, P.A.
- EIN
- 51-0366909
- Plan number
- 003
- Location
- Middletown, DE
- Participants
- 224
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,140,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,140,669
- Employer contributions
- $1,400,233
- Participant contributions
- $1,294,979
- Total income / additions
- $7,964,999
- Benefits paid
- $259,390
- Administrative expenses
- $66,504
- Total expenses
- $325,894
- Net increase / (decrease)
- $7,639,105
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Group | NONE | $37,096 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $22,730 | $0 |
| Clifton Larson Allen Llp | NONE | $6,678 | not reported in the loaded dataset |