Orthoatlanta 401(K) Profit Sharing Plan — Form 5500 plan (Orthoatlanta)
Plain-English plan 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, Orthoatlanta 401(K) Profit Sharing Plan is a benefit plan reported by Orthoatlanta under EIN 03-0482395 and plan number 001. The latest loaded filing year is 2023. The filing reports 688 participants and $38,768,002 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthoatlanta
- EIN
- 03-0482395
- Plan number
- 001
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 688
- End-of-year plan assets
- $38,768,002
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 688 | H, C | 20241014204045NAL0013831091001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,768,002
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,768,002
- Net assets (BOY)
- $31,216,778
Income & contributions
- Employer contributions
- $1,063,928
- Participant contributions
- $2,550,034
- Total contributions
- $3,691,005
- Total income / additions
- $9,405,747
Expenses & distributions
- Benefits paid
- $1,747,773
- Administrative expenses
- $106,750
- Total expenses
- $1,854,523
- Net increase / (decrease)
- $7,551,224
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $61,906 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $33,607 | not reported in the loaded dataset | 2023 |
| Retirement Plan Administrators, LLC | CONTRACT ADMIN | $11,227 | $10,000 | 2023 |
| Gwfs Equities Inc | OTHER | $10 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | OTHER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthoatlanta
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Retirement Plan Administrators, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation