Orthopedicsny, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedicsny, Llp)

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, Orthopedicsny, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedicsny, Llp under EIN 14-1777794 and plan number 001. The latest loaded filing year is 2023. The filing reports 706 participants and $65,747,732 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopedicsny, Llp
EIN
14-1777794
Plan number
001
Plan type
2
Location
Albany, NY
Latest filing year
2023
Participants
706
End-of-year plan assets
$65,747,732

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023706H, C20241220135919NAL0003452147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$65,747,732
Total liabilities (EOY)
$1,657
Net assets (EOY)
$65,746,075
Net assets (BOY)
$54,654,335

Income & contributions

Employer contributions
$2,797,496
Participant contributions
$2,776,719
Total contributions
$6,003,744
Total income / additions
$14,745,130

Expenses & distributions

Benefits paid
$3,549,420
Administrative expenses
$103,970
Total expenses
$3,653,390
Net increase / (decrease)
$11,091,740

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
AscensusRECORDKEEPER$58,865$2122023
Global Retirement PartnersADVISOR$45,000$02023
Pinnacle Plan Design, LLCTPA$21,982$02023

Related Form 5500 pages