2023 Form 5500 filing — Orthopaedic Associates Of Allentown Profit Sharing 401(K) 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 20241008091343NAL0008210995001) for Orthopaedic Associates Of Allentown Profit Sharing 401(K) Plan, reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 004. It reports 226 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)$36MReported net assets$35,991,641
Participants226
Provider compensation$71.6K2 Schedule C row(s)$71,612
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008091343NAL0008210995001
Plan sponsor
Orthopaedic Associates Of Allentown
EIN
23-1857130
Plan number
004
Location
Allentown, PA
Received date
not reported in the loaded dataset
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)$36M total assets
Net assets$36MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$887.2K
Benefits paid / distributions$815.7K
Contributions
Employer$626.8K
Participant$1M
Full reported line items
Total assets (EOY)
$35,991,641
Total liabilities (EOY)
$0
Net assets (EOY)
$35,991,641
Employer contributions
$626,804
Participant contributions
$1,038,380
Total income / additions
$6,879,799
Benefits paid
$815,744
Administrative expenses
$71,412
Total expenses
$887,156
Net increase / (decrease)
$5,992,643
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $50K
  2. 2
    NONE · Direct $21.6K · Indirect $0

Related Form 5500 pages