South Shore Orthopedics Retirement Plan — Form 5500 plan (South Shore Orthopedics, LLC)
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, South Shore Orthopedics Retirement Plan is a benefit plan reported by South Shore Orthopedics, LLC under EIN 20-8206420 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $16,795,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- South Shore Orthopedics, LLC
- EIN
- 20-8206420
- Plan number
- 001
- Plan type
- 2
- Location
- Hingham, MA
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $16,795,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H | 20241015091930NAL0016047939001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,795,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,795,412
- Net assets (BOY)
- $13,967,450
Income & contributions
- Employer contributions
- $898,776
- Participant contributions
- $255,450
- Total contributions
- $1,290,758
- Total income / additions
- $3,013,847
Expenses & distributions
- Benefits paid
- $183,885
- Administrative expenses
- $2,000
- Total expenses
- $185,885
- Net increase / (decrease)
- $2,827,962
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.