2023 Form 5500 filing — Emergeortho Pa Retirement Plan 2
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 20250325124236NAL0007691043001) for Emergeortho Pa Retirement Plan 2, reported by Emergeortho Pa under EIN 56-1079264 and plan number 002. It reports 1,294 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)$48.6MReported net assets$48,628,980
Participants1.3K1,294
Provider compensation$101.1K1 Schedule C row(s)$101,136
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250325124236NAL0007691043001
- Plan sponsor
- Emergeortho Pa
- EIN
- 56-1079264
- Plan number
- 002
- Location
- Durham, NC
- 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)$48.6M total assets
Net assets$48.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $48,628,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,628,980
- Employer contributions
- $3,033,800
- Participant contributions
- $4,142,890
- Total income / additions
- $14,522,007
- Benefits paid
- $3,163,875
- Administrative expenses
- $96,111
- Total expenses
- $3,259,986
- Net increase / (decrease)
- $11,262,021
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $101,136 | $0 |