2023 Form 5500 filing — Englewood Orthopedic Associates 401k Plan And Trust
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 20241015102059NAL0014392419001) for Englewood Orthopedic Associates 401k Plan And Trust, reported by Englewood Orthopedic Associates under EIN 22-3721207 and plan number 002. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015102059NAL0014392419001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Englewood Orthopedic Associates
- EIN
- 22-3721207
- Plan number
- 002
- Location
- Englewood Cliffs, NJ
- Participants
- 137
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,716,470
- Total liabilities (EOY)
- $1,137
- Net assets (EOY)
- $13,715,333
- Employer contributions
- $456,909
- Participant contributions
- $389,777
- Total income / additions
- $3,081,083
- Benefits paid
- $2,739,849
- Administrative expenses
- $275
- Total expenses
- $2,741,501
- Net increase / (decrease)
- $339,582
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benetech, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $6,990 |