Plan5500

Lancaster Orthopedic Group, P.C. Profit Sharing 401(K) Plan — Form 5500 plan (Lancaster Orthopedic Group, P.C.)

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, Lancaster Orthopedic Group, P.C. Profit Sharing 401(K) Plan is a benefit plan reported by Lancaster Orthopedic Group, P.C. under EIN 23-2936169 and plan number 002. The latest loaded filing year is 2023. The filing reports 237 participants and $32,581,647 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lancaster Orthopedic Group, P.C.
EIN
23-2936169
Plan number
002
Plan type
2
Location
Lancaster, PA
Latest filing year
2023
Participants
237
End-of-year plan assets
$32,581,647

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023237H, C20241011103825NAL0022589681001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,581,647
Total liabilities (EOY)
$10,615
Net assets (EOY)
$32,571,032
Net assets (BOY)
$27,012,400

Income & contributions

Employer contributions
$454,882
Participant contributions
$884,835
Total contributions
$1,614,074
Total income / additions
$6,730,490

Expenses & distributions

Benefits paid
$1,046,877
Administrative expenses
$107,067
Total expenses
$1,171,858
Net increase / (decrease)
$5,558,632

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Valley Forge Investment ConsultantsINVESTMENT ADVISOR$0not reported in the loaded dataset2023
Valley Forge Pension MgtRECORDKEEPER$0not reported in the loaded dataset2023

Related Form 5500 pages