2023 Form 5500 filing — Peninsula Orthopedic Associates Profit Sharing 401(K) 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 20241015130554NAL0016449859001) for Peninsula Orthopedic Associates Profit Sharing 401(K) Plan, reported by Peninsula Orthopedic Associates under EIN 94-2231888 and plan number 001. It reports 119 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015130554NAL0016449859001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Peninsula Orthopedic Associates
- EIN
- 94-2231888
- Plan number
- 001
- Location
- Daly City, CA
- Participants
- 119
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,158,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,158,119
- Employer contributions
- $190,827
- Participant contributions
- $431,865
- Total income / additions
- $2,540,048
- Benefits paid
- $5,263,855
- Administrative expenses
- $97,212
- Total expenses
- $5,361,067
- Net increase / (decrease)
- -$2,821,019
- Schedule source
- Schedule I