2023 Form 5500 filing — Orthowest, P.C. 401(K) Savings 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 20250113130706NAL0010634947001) for Orthowest, P.C. 401(K) Savings Plan, reported by Orthowest, P.C. under EIN 47-0845955 and plan number 001. It reports 293 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$51.9MReported net assets$51,867,983
Participants293
Provider compensation$41.6K2 Schedule C row(s)$41,591
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250113130706NAL0010634947001
Plan sponsor
Orthowest, P.C.
EIN
47-0845955
Plan number
001
Location
Omaha, NE
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$51.9M total assets
Net assets$51.9MLiabilities$0
Money in vs. money out
Total income / additions$11.9M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$1.9M
Participant$1.8M
Full reported line items
Total assets (EOY)
$51,867,983
Total liabilities (EOY)
$0
Net assets (EOY)
$51,867,983
Employer contributions
$1,872,452
Participant contributions
$1,826,657
Total income / additions
$11,894,981
Benefits paid
$2,576,323
Administrative expenses
$41,591
Total expenses
$2,617,914
Net increase / (decrease)
$9,277,067
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORD KEEPER · Direct $41.6K · Indirect $0
  2. 2
    BROKERAGE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250113130706NAL0010634947001 cover?
It is the 2023 Form 5500 filing for Orthowest, P.C. 401(K) Savings Plan, reported by Orthowest, P.C. (EIN 47-0845955).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages