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, Orthopaedic Institute Of Ohio, Inc. / Institute For Orthpaedic Surgery Cash Balance Plan is a benefit plan reported by Orthopaedic Institute Of Ohio, Inc. under EIN 31-1562435 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $12,028,965 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,028,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,028,965
- Net assets (BOY)
- $8,752,181
Income & contributions
- Employer contributions
- $2,647,404
- Participant contributions
- $0
- Total contributions
- $2,647,404
- Total income / additions
- $3,367,115
Expenses & distributions
- Benefits paid
- $31,204
- Administrative expenses
- $59,127
- Total expenses
- $90,331
- Net increase / (decrease)
- $3,276,784