2023 Form 5500 filing — Southern Oregon Orthopedics, Inc. 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 20241015175016NAL0050763056001) for Southern Oregon Orthopedics, Inc. 401(K) Profit Sharing Plan, reported by Southern Oregon Orthopedics, Inc. under EIN 93-0587572 and plan number 001. It reports 234 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175016NAL0050763056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Oregon Orthopedics, Inc.
- EIN
- 93-0587572
- Plan number
- 001
- Location
- Medford, OR
- Participants
- 234
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,363,035
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,363,035
- Employer contributions
- $1,245,638
- Participant contributions
- $1,033,699
- Total income / additions
- $5,960,044
- Benefits paid
- $2,955,101
- Administrative expenses
- $84,765
- Total expenses
- $3,046,644
- Net increase / (decrease)
- $2,913,400
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $62,747 | $0 |
| Wells Fargo Advisors | INVESTMENT ADVISORY | $22,018 | not reported in the loaded dataset |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 |