Greater Pittsburgh Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Greater Pittsburgh Orthopaedic Associates, Inc.)
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, Greater Pittsburgh Orthopaedic Associates, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Greater Pittsburgh Orthopaedic Associates, Inc. under EIN 25-1103058 and plan number 005. The latest loaded filing year is 2023. The filing reports 233 participants and $42,234,639 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Greater Pittsburgh Orthopaedic Associates, Inc.
- EIN
- 25-1103058
- Plan number
- 005
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 233
- End-of-year plan assets
- $42,234,639
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 233 | H, C | 20241014130421NAL0053620210001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,234,639
- Net assets (EOY)
- $42,234,639
- Net assets (BOY)
- $34,419,241
Income & contributions
- Employer contributions
- $1,036,077
- Participant contributions
- $838,963
- Total contributions
- $2,043,877
- Total income / additions
- $9,470,182
Expenses & distributions
- Benefits paid
- $1,597,490
- Administrative expenses
- $57,294
- Total expenses
- $1,654,784
- Net increase / (decrease)
- $7,815,398
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Petredis Investment Advisors LLC | OTHER | $51,000 | $0 | 2023 |
| Metro Benefits, Inc. | CONTRACT ADMINISTRATOR | $4,682 | $0 | 2023 |
| Capital Group Retirement Services | RECORDKEEPER | $2,288 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Greater Pittsburgh Orthopaedic Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Pittsburgh, PA
- Petredis Investment Advisors LLC — Schedule C compensation
- Metro Benefits, Inc. — Schedule C compensation
- Capital Group Retirement Services — Schedule C compensation