2023 Form 5500 filing — Orthopaedic Associates Of Michigan Profit Sharing And Savings 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 20241009083339NAL0018035505001) for Orthopaedic Associates Of Michigan Profit Sharing And Savings Plan, reported by Orthopaedic Associates Of Michigan under EIN 38-1971253 and plan number 001. It reports 647 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)$90.4MReported net assets$90,389,423
Participants647
Provider compensation$151.8K3 Schedule C row(s)$151,763
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009083339NAL0018035505001
Plan sponsor
Orthopaedic Associates Of Michigan
EIN
38-1971253
Plan number
001
Location
Grand Rapids, MI
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)$90.4M total assets
Net assets$90.4MLiabilities$0
Money in vs. money out
Total income / additions$17M
Total expenses$8M
Benefits paid / distributions$7.8M
Contributions
Employer$2.4M
Participant$2.5M
Full reported line items
Total assets (EOY)
$90,389,423
Total liabilities (EOY)
$0
Net assets (EOY)
$90,389,423
Employer contributions
$2,367,763
Participant contributions
$2,517,960
Total income / additions
$16,982,232
Benefits paid
$7,810,397
Administrative expenses
$151,764
Total expenses
$7,962,161
Net increase / (decrease)
$9,020,071
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $74.1K
  2. 2
    RECORD-KEEPER · Direct $53K · Indirect $0
  3. 3
    TRUSTEE · Direct $24.6K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009083339NAL0018035505001 cover?
It is the 2023 Form 5500 filing for Orthopaedic Associates Of Michigan Profit Sharing And Savings Plan, reported by Orthopaedic Associates Of Michigan (EIN 38-1971253).
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