2023 Form 5500 filing — Orthopedic Associates Of Lancaster, Ltd. 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 20240930100517NAL0009959936001) for Orthopedic Associates Of Lancaster, Ltd. 401(K) Profit Sharing Plan, reported by Orthopedic Associates Of Lancaster, Ltd. under EIN 23-1879220 and plan number 003. It reports 407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930100517NAL0009959936001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Associates Of Lancaster, Ltd.
- EIN
- 23-1879220
- Plan number
- 003
- Location
- Manheim, PA
- Participants
- 407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,971,819
- Total liabilities (EOY)
- $1,588
- Net assets (EOY)
- $40,970,231
- Employer contributions
- $1,623,913
- Participant contributions
- $1,445,796
- Total income / additions
- $9,994,141
- Benefits paid
- $1,704,550
- Administrative expenses
- $143,017
- Total expenses
- $1,847,567
- Net increase / (decrease)
- $8,146,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fulton Bank, N.A. | NONE | $83,618 | $0 |
| Gardner Russo & Gardner, LLC | INVESTMENT ADVISOR | $25,801 | not reported in the loaded dataset |
| Ubs Financial Services, Inc. | INVESTMENT ADVISOR | $11,592 | not reported in the loaded dataset |