Orthopaedic Specialty Institute Medical Group 401(K) Profit Sharing Plan — Form 5500 plan (Orthopaedic Specialty Institute Medical Group Of Orange County)
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 Specialty Institute Medical Group 401(K) Profit Sharing Plan is a benefit plan reported by Orthopaedic Specialty Institute Medical Group Of Orange County under EIN 33-0905995 and plan number 001. The latest loaded filing year is 2023. The filing reports 214 participants and $29,218,289 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Specialty Institute Medical Group Of Orange County
- EIN
- 33-0905995
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CA
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $29,218,289
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241009135502NAL0032950624001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,218,289
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,218,289
- Net assets (BOY)
- $24,670,157
Income & contributions
- Employer contributions
- $1,010,461
- Participant contributions
- $1,173,501
- Total contributions
- $2,194,263
- Total income / additions
- $6,180,587
Expenses & distributions
- Benefits paid
- $1,546,964
- Administrative expenses
- $85,491
- Total expenses
- $1,632,455
- Net increase / (decrease)
- $4,548,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Advisors | ADVISOR | $50,868 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORD-KEEPER | $26,458 | $0 | 2023 |
| Newport Trust Company | TRUSTEE | $8,166 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Specialty Institute Medical Group Of Orange County
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Orange, CA
- Mercer Advisors — Schedule C compensation
- Newport Group, Inc. — Schedule C compensation
- Newport Trust Company — Schedule C compensation