2023 Form 5500 filing — Orthopedics Rhode Island, Inc. 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 20241011155005NAL0039364688001) for Orthopedics Rhode Island, Inc. 401(K) Profit Sharing Plan, reported by Orthopedics Rhode Island, Inc. under EIN 47-2361569 and plan number 001. It reports 663 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011155005NAL0039364688001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedics Rhode Island, Inc.
- EIN
- 47-2361569
- Plan number
- 001
- Location
- Warwick, RI
- Participants
- 663
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,453,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,453,814
- Employer contributions
- $1,940,275
- Participant contributions
- $1,563,819
- Total income / additions
- $8,012,624
- Benefits paid
- $2,920,454
- Administrative expenses
- $97,440
- Total expenses
- $3,017,894
- Net increase / (decrease)
- $4,994,730
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $43,609 | not reported in the loaded dataset |
| Ewpower Annuity Insurance Co Of Ame | RECORDKEEPER | $34,512 | $0 |
| Cornerstone Retirement Plan Admin. | CONTRACT ADMIN | $7,985 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,071 | not reported in the loaded dataset |