Midamerica Orthopaedics, S.C. Profit Sharing 401(K) Plan — Form 5500 plan (Midamerica Orthopaedics S.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, Midamerica Orthopaedics, S.C. Profit Sharing 401(K) Plan is a benefit plan reported by Midamerica Orthopaedics S.C. under EIN 26-3727319 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $11,517,880 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Midamerica Orthopaedics S.C.
EIN
26-3727319
Plan number
001
Plan type
2
Location
Mokena, IL
Latest filing year
2023
Participants
173
End-of-year plan assets
$11,517,880

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241001131032NAL0006767457001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,517,880
Total liabilities (EOY)
$0
Net assets (EOY)
$11,517,880
Net assets (BOY)
$9,463,177

Income & contributions

Employer contributions
$316,018
Participant contributions
$499,032
Total contributions
$815,050
Total income / additions
$2,389,226

Expenses & distributions

Benefits paid
$284,872
Administrative expenses
$48,882
Total expenses
$334,523
Net increase / (decrease)
$2,054,703

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$48,816$02023
Lpl Financial LLCOTHER SERVICES$0$27,2592023

Related Form 5500 pages