Orthopedic Associates Of Dutchess County, Pc 401k Profit Sharing Plan And Trust — Form 5500 plan (Orthopedic Associates Of Dutchess County, Pc)

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, Orthopedic Associates Of Dutchess County, Pc 401k Profit Sharing Plan And Trust is a benefit plan reported by Orthopedic Associates Of Dutchess County, Pc under EIN 14-1539760 and plan number 002. The latest loaded filing year is 2023. The filing reports 263 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopedic Associates Of Dutchess County, Pc
EIN
14-1539760
Plan number
002
Plan type
2
Location
Poughkeepsie, NY
Latest filing year
2023
Participants
263
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20250331091433NAL0005434209001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$11,345,611

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$1,385,383

Expenses & distributions

Benefits paid
$12,722,700
Administrative expenses
$8,294
Total expenses
$12,730,994
Net increase / (decrease)
-$11,345,611

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Life & Annuity InsuranceRECORDKEEPER$14,963$02023
Securities AmericaINVESTMENT ADVISOR$4,085$02023
Empower Advisory GroupINVESTMENT MGMT$976$02023
Heller Pension ConsultantsOTHER$35$02023

Related Form 5500 pages