2023 Form 5500 filing — Greater Pittsburgh Orthopaedic Associates, 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 20241014130421NAL0053620210001) for Greater Pittsburgh Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan, reported by Greater Pittsburgh Orthopaedic Associates, Inc. under EIN 25-1103058 and plan number 005. It reports 233 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014130421NAL0053620210001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Greater Pittsburgh Orthopaedic Associates, Inc.
- EIN
- 25-1103058
- Plan number
- 005
- Location
- Pittsburgh, PA
- Participants
- 233
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,234,639
- Net assets (EOY)
- $42,234,639
- Employer contributions
- $1,036,077
- Participant contributions
- $838,963
- Total income / additions
- $9,470,182
- Benefits paid
- $1,597,490
- Administrative expenses
- $57,294
- Total expenses
- $1,654,784
- Net increase / (decrease)
- $7,815,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Petredis Investment Advisors LLC | OTHER | $51,000 | $0 |
| Metro Benefits, Inc. | CONTRACT ADMINISTRATOR | $4,682 | $0 |
| Capital Group Retirement Services | RECORDKEEPER | $2,288 | $0 |