Plan5500

Orthopaedic Associates Of Allentown Profit Sharing 401(K) Plan — Form 5500 plan (Orthopaedic Associates Of Allentown)

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, Orthopaedic Associates Of Allentown Profit Sharing 401(K) Plan is a benefit plan reported by Orthopaedic Associates Of Allentown under EIN 23-1857130 and plan number 004. The latest loaded filing year is 2023. The filing reports 226 participants and $35,991,641 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$36MPlan net assets, end of year$35,991,641
Participants226Covered participants reported
Assets / participant$159.3KComputed: assets ÷ participants$159,255 (computed)
Provider compensation$71.6K2 Schedule C provider row(s)$71,612
Plan sponsor
Orthopaedic Associates Of Allentown
EIN
23-1857130
Plan number
004
Plan type
2
Location
Allentown, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    226 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$36M total assets
Net assets$36MLiabilities$0
Money in vs. money out
Total income / additions$6.9M
Total expenses$887.2K
Benefits paid / distributions$815.7K
Contributions
Employer$626.8K
Participant$1M
Full reported line items

Net assets

Total assets (EOY)
$35,991,641
Total liabilities (EOY)
$0
Net assets (EOY)
$35,991,641
Net assets (BOY)
$29,998,998

Income & contributions

Employer contributions
$626,804
Participant contributions
$1,038,380
Total contributions
$1,665,184
Total income / additions
$6,879,799

Expenses & distributions

Benefits paid
$815,744
Administrative expenses
$71,412
Total expenses
$887,156
Net increase / (decrease)
$5,992,643
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Trinity Advisors$50K
    NONE · Direct $50K
  2. 2
    The Vanguard Group, Inc.$21.6K
    NONE · Direct $21.6K · Indirect $0

Related Form 5500 pages