Inland Rheumatology And Osteop 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Inland Rheumatology And Osteop)

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, Inland Rheumatology And Osteop 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Inland Rheumatology And Osteop under EIN 33-0991497 and plan number 001. The latest loaded filing year is 2023. The filing reports 34 participants and $3,034,728 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Inland Rheumatology And Osteop
EIN
33-0991497
Plan number
001
Plan type
2
Location
Upland, CA
Latest filing year
2023
Participants
34
End-of-year plan assets
$3,034,728

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202334I20240717154322NAL0007736768001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,034,728
Total liabilities (EOY)
$0
Net assets (EOY)
$3,034,728
Net assets (BOY)
$2,269,304

Income & contributions

Employer contributions
$93,113
Participant contributions
$133,269
Total income / additions
$767,121

Expenses & distributions

Benefits paid
$0
Administrative expenses
$1,697
Total expenses
$1,697
Net increase / (decrease)
$765,424

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages