Tri-State Orthopaedics And Sports Medicine Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Tri-State Orthopaedics And Sports Medicine 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, Tri-State Orthopaedics And Sports Medicine Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Tri-State Orthopaedics And Sports Medicine Inc. under EIN 25-1356849 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $31,417,319 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tri-State Orthopaedics And Sports Medicine Inc.
- EIN
- 25-1356849
- Plan number
- 002
- Plan type
- 2
- Location
- Pittsburgh, PA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $31,417,319
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241015080458NAL0014223251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,417,319
- Total liabilities (EOY)
- $4,467
- Net assets (EOY)
- $31,412,852
- Net assets (BOY)
- $30,305,140
Income & contributions
- Employer contributions
- $256,612
- Participant contributions
- $462,265
- Total contributions
- $718,877
- Total income / additions
- $6,034,600
Expenses & distributions
- Benefits paid
- $4,877,433
- Administrative expenses
- $49,455
- Total expenses
- $4,926,888
- Net increase / (decrease)
- $1,107,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services, LLC | RECORDKEEPER | $33,350 | not reported in the loaded dataset | 2023 |
| Strategic Wealth Management Group, | INVESTMENT ADVISOR | $16,500 | not reported in the loaded dataset | 2023 |