Orthopedic & Sports Institute Of The Fox Valley Sc 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedic & Sports Institute Of The Fox Valley Sc)
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 & Sports Institute Of The Fox Valley Sc 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedic & Sports Institute Of The Fox Valley Sc under EIN 16-1625172 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $21,782,698 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic & Sports Institute Of The Fox Valley Sc
- EIN
- 16-1625172
- Plan number
- 001
- Plan type
- 2
- Location
- Appleton, WI
- Latest filing year
- 2023
- Participants
- 138
- End-of-year plan assets
- $21,782,698
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 138 | H, C | 20241010101830NAL0011368051001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,782,698
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,782,698
- Net assets (BOY)
- $16,826,451
Income & contributions
- Employer contributions
- $654,791
- Participant contributions
- $540,961
- Total contributions
- $1,199,008
- Total income / additions
- $5,154,095
Expenses & distributions
- Benefits paid
- $124,788
- Administrative expenses
- $73,060
- Total expenses
- $197,848
- Net increase / (decrease)
- $4,956,247
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| North Star Asset Management, Inc. | INVESTMENT MANAGEMENT | $42,849 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Wealth Advisors | INVESTMENT MANAGEMENT | $15,432 | not reported in the loaded dataset | 2023 |
| American Trust Company | RECORDKEEPER | $7,271 | not reported in the loaded dataset | 2023 |
| Map Retirement Usa LLC | TPA | $1,100 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedic & Sports Institute Of The Fox Valley Sc
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Appleton, WI
- North Star Asset Management, Inc. — Schedule C compensation
- Cliftonlarsonallen Wealth Advisors — Schedule C compensation
- American Trust Company — Schedule C compensation
- Map Retirement Usa LLC — Schedule C compensation