2023 Form 5500 filing — San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 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 20241001154230NAL0007043713001) for San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(K) Profit Sharing Plan, reported by San Bernardino Medical Orthopaedic Group, Inc. under EIN 33-0376200 and plan number 001. It reports 419 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001154230NAL0007043713001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- San Bernardino Medical Orthopaedic Group, Inc.
- EIN
- 33-0376200
- Plan number
- 001
- Location
- Redlands, CA
- Participants
- 419
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,369,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,369,754
- Employer contributions
- $1,732,406
- Participant contributions
- $1,066,507
- Total income / additions
- $7,725,504
- Benefits paid
- $697,295
- Administrative expenses
- $101,443
- Total expenses
- $798,738
- Net increase / (decrease)
- $6,926,766
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kwb Wealth | ADVISORY | $47,637 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $45,836 | $0 |
| Newport Trust Company | TRUSTEE | $7,970 | $0 |