Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust — Form 5500 plan (Capital Region Orthopaedic Associates, P.C.)
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, Capital Region Orthopaedic Associates, P.C. Profit Sharing Plan And Trust is a benefit plan reported by Capital Region Orthopaedic Associates, P.C. under EIN 14-1633562 and plan number 001. The latest loaded filing year is 2023. The filing reports 534 participants and $59,922,983 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Region Orthopaedic Associates, P.C.
- EIN
- 14-1633562
- Plan number
- 001
- Plan type
- 2
- Location
- Albany, NY
- Latest filing year
- 2023
- Participants
- 534
- End-of-year plan assets
- $59,922,983
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 534 | H, C | 20241126103103NAL0003549507001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,922,983
- Net assets (EOY)
- $59,922,983
- Net assets (BOY)
- $51,471,375
Income & contributions
- Employer contributions
- $3,252,235
- Participant contributions
- $1,931,219
- Total contributions
- $5,667,566
- Total income / additions
- $12,143,466
Expenses & distributions
- Benefits paid
- $3,514,001
- Administrative expenses
- $177,857
- Total expenses
- $3,691,858
- Net increase / (decrease)
- $8,451,608
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Greenbush Financial Group LLC | INVESTMENT ADVISOR | $76,620 | $0 | 2023 |
| Compass360 LLC | CONTRACT AMDIN | $12,109 | $0 | 2023 |
| Jpmorgan Invest Holdings LLC | RECORDKEEPER | $2,555 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Region Orthopaedic Associates, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Albany, NY
- Greenbush Financial Group LLC — Schedule C compensation
- Compass360 LLC — Schedule C compensation
- Jpmorgan Invest Holdings LLC — Schedule C compensation