2023 Form 5500 filing — Orthounited, Inc. 401k 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 20241015133051NAL0016495667001) for Orthounited, Inc. 401k Profit Sharing Plan, reported by Orthounited, Inc. under EIN 34-1032526 and plan number 001. It reports 300 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015133051NAL0016495667001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Orthounited, Inc.
- EIN
- 34-1032526
- Plan number
- 001
- Location
- North Canton, OH
- Participants
- 300
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,694,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,694,773
- Employer contributions
- $2,546,987
- Participant contributions
- $1,662,497
- Total income / additions
- $17,782,546
- Benefits paid
- $4,269,706
- Administrative expenses
- $50,295
- Total expenses
- $4,320,001
- Net increase / (decrease)
- $13,462,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Advisors Inc | ADVISOR | $31,121 | not reported in the loaded dataset |
| Global Retirement Partners LLC | ADVISOR | $18,499 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $675 | $0 |