2023 Form 5500 filing — Ventura Orthopedics Medical Group, 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 20250214161820NAL0013124227001) for Ventura Orthopedics Medical Group, Inc. 401(K) Profit Sharing Plan, reported by Ventura Orthopedics Medical Group, Inc. under EIN 95-2597753 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250214161820NAL0013124227001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ventura Orthopedics Medical Group, Inc.
- EIN
- 95-2597753
- Plan number
- 001
- Location
- Ventura, CA
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $31,310,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,310,575
- Employer contributions
- $766,857
- Participant contributions
- $653,318
- Total income / additions
- $5,633,792
- Benefits paid
- $3,459,141
- Administrative expenses
- $142,360
- Total expenses
- $3,601,501
- Net increase / (decrease)
- $2,032,291
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wespac Advisors, LLC | NONE | $47,648 | not reported in the loaded dataset |
| Lpl Financial | NONE | $33,095 | not reported in the loaded dataset |
| Mariner LLC | NONE | $18,827 | not reported in the loaded dataset |
| Merrill | NONE | $15,403 | not reported in the loaded dataset |
| Wespac Plan Services, LLC | NONE | $12,834 | not reported in the loaded dataset |
| Walthsource | NONE | $7,706 | not reported in the loaded dataset |
| Charles Schwab Bank | NONE | $6,229 | $0 |