2023 Form 5500 filing — Orthopedic Institute Of Pennsylvania 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 20241015093133NAL0029141889001) for Orthopedic Institute Of Pennsylvania 401(K) Profit Sharing Plan, reported by Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania under EIN 23-1875547 and plan number 003. It reports 370 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093133NAL0029141889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthopedic Surgeons, Ltd. Dba Orthopedic Institute Of Pennsylvania
- EIN
- 23-1875547
- Plan number
- 003
- Location
- Camp Hill, PA
- Participants
- 370
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,010,981
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,010,981
- Employer contributions
- $1,655,650
- Participant contributions
- $1,144,929
- Total income / additions
- $10,514,643
- Benefits paid
- $2,732,817
- Administrative expenses
- $136,997
- Total expenses
- $2,869,814
- Net increase / (decrease)
- $7,644,829
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $19,561 | $0 |