2023 Form 5500 filing — Ora Orthopedics, P.C. Cash Balance 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 20240925191939NAL0020523712001) for Ora Orthopedics, P.C. Cash Balance Plan, reported by Ora Orthopedics, P.C. under EIN 36-2691642 and plan number 005. It reports 372 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20240925191939NAL0020523712001
Filing year
2023
Form type
2
Plan sponsor
Ora Orthopedics, P.C.
EIN
36-2691642
Plan number
005
Location
Bettendorf, IA
Participants
372
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$7,393,192
Total liabilities (EOY)
$0
Net assets (EOY)
$7,393,192
Employer contributions
$2,271,517
Total income / additions
$2,839,909
Benefits paid
$44,182
Administrative expenses
$0
Total expenses
$44,182
Net increase / (decrease)
$2,795,727
Schedule source
Schedule H

Related Form 5500 pages