2023 Form 5500 filing — Reno Orthopaedic Clinic, Ltd. Profit Sharing 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 20241015164116NAL0015096659001) for Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan And Trust, reported by Reno Orthopaedic Clinic, Ltd. under EIN 88-0103557 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$38.1MReported net assets$38,146,181
Participants408
Provider compensation$89.4K2 Schedule C row(s)$89,386
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015164116NAL0015096659001
- Plan sponsor
- Reno Orthopaedic Clinic, Ltd.
- EIN
- 88-0103557
- Plan number
- 001
- Location
- Reno, NV
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$38.1M total assets
Net assets$38.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $38,146,181
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,146,181
- Employer contributions
- $1,881,995
- Participant contributions
- $1,459,995
- Total income / additions
- $9,248,093
- Benefits paid
- $1,587,228
- Administrative expenses
- $89,386
- Total expenses
- $1,676,614
- Net increase / (decrease)
- $7,571,479
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors, LLC | NONE | $50,314 | not reported in the loaded dataset |
| Minnesota Life Insurance Company | NONE | $39,072 | $0 |