2023 Form 5500 filing — Orthoalaska, LLC 401(K) Retirement 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 20241002172754NAL0004262771001) for Orthoalaska, LLC 401(K) Retirement Plan, reported by Orthoalaska, LLC under EIN 47-5401292 and plan number 001. It reports 378 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$35MReported net assets$35,010,785
Participants378
Provider compensation$56.9K2 Schedule C row(s)$56,909
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241002172754NAL0004262771001
Plan sponsor
Orthoalaska, LLC
EIN
47-5401292
Plan number
001
Location
Anchorage, AK
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$35M total assets
Net assets$35MLiabilities$0
Money in vs. money out
Total income / additions$9.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$2.1M
Participant$2.2M
Full reported line items
Total assets (EOY)
$35,010,785
Total liabilities (EOY)
$0
Net assets (EOY)
$35,010,785
Employer contributions
$2,097,359
Participant contributions
$2,176,722
Total income / additions
$9,793,327
Benefits paid
$1,833,650
Administrative expenses
$56,909
Total expenses
$1,890,559
Net increase / (decrease)
$7,902,768
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $43.6K
  2. 2
    RECORDKEEPER · Direct $13.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241002172754NAL0004262771001 cover?
It is the 2023 Form 5500 filing for Orthoalaska, LLC 401(K) Retirement Plan, reported by Orthoalaska, LLC (EIN 47-5401292).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages