Englewood Orthopedic Associates 401k Plan And Trust — Form 5500 plan (Englewood Orthopedic Associates)
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, Englewood Orthopedic Associates 401k Plan And Trust is a benefit plan reported by Englewood Orthopedic Associates under EIN 22-3721207 and plan number 002. The latest loaded filing year is 2023. The filing reports 137 participants and $13,716,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Englewood Orthopedic Associates
- EIN
- 22-3721207
- Plan number
- 002
- Plan type
- 2
- Location
- Englewood Cliffs, NJ
- Latest filing year
- 2023
- Participants
- 137
- End-of-year plan assets
- $13,716,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 137 | H, C | 20241015102059NAL0014392419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,716,470
- Total liabilities (EOY)
- $1,137
- Net assets (EOY)
- $13,715,333
- Net assets (BOY)
- $13,375,751
Income & contributions
- Employer contributions
- $456,909
- Participant contributions
- $389,777
- Total contributions
- $846,686
- Total income / additions
- $3,081,083
Expenses & distributions
- Benefits paid
- $2,739,849
- Administrative expenses
- $275
- Total expenses
- $2,741,501
- Net increase / (decrease)
- $339,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Benetech, Inc. | THIRD PARTY ADMINISTRATOR | $0 | $6,990 | 2023 |