Crystal Clinic Orthopaedic Center, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Crystal Clinic Orthopaedic Center, LLC)
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, Crystal Clinic Orthopaedic Center, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Crystal Clinic Orthopaedic Center, LLC under EIN 26-1130649 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,025 participants and $46,725,448 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Crystal Clinic Orthopaedic Center, LLC
- EIN
- 26-1130649
- Plan number
- 001
- Plan type
- 2
- Location
- Akron, OH
- Latest filing year
- 2023
- Participants
- 1,025
- End-of-year plan assets
- $46,725,448
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,025 | H, C | 20241013122120NAL0014049971001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,725,448
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,725,448
- Net assets (BOY)
- $40,538,687
Income & contributions
- Employer contributions
- $2,138,863
- Participant contributions
- $2,728,089
- Total contributions
- $4,984,028
- Total income / additions
- $11,573,008
Expenses & distributions
- Benefits paid
- $5,214,074
- Administrative expenses
- $173,261
- Total expenses
- $5,387,335
- Net increase / (decrease)
- $6,185,673
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Retirement Services, Inc | NONE | $104,389 | not reported in the loaded dataset | 2023 |
| Valmark Securities, Inc | NONE | $37,103 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Company | NONE | $18,399 | not reported in the loaded dataset | 2023 |
| Francis P. Gallagher &Associates, I | NONE | $13,730 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Crystal Clinic Orthopaedic Center, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Akron, OH
- Newport Retirement Services, Inc — Schedule C compensation
- Valmark Securities, Inc — Schedule C compensation
- Charles Schwab Trust Company — Schedule C compensation
- Francis P. Gallagher &Associates, I — Schedule C compensation