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, San Bernardino Medical Orthopaedic Group, Inc. Dba Arrowhead Orthopaedics 401(K) Profit Sharing Plan is a benefit plan reported by San Bernardino Medical Orthopaedic Group, Inc. under EIN 33-0376200 and plan number 001. The latest loaded filing year is 2023. The filing reports 419 participants and $33,369,754 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,369,754
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,369,754
- Net assets (BOY)
- $26,433,612
Income & contributions
- Employer contributions
- $1,732,406
- Participant contributions
- $1,066,507
- Total contributions
- $2,861,071
- Total income / additions
- $7,725,504
Expenses & distributions
- Benefits paid
- $697,295
- Administrative expenses
- $101,443
- Total expenses
- $798,738
- Net increase / (decrease)
- $6,926,766