Plan5500

Northwest Ohio Orthopedics & Sports Medicine 401(K) Profit Sharing Plan — Form 5500 plan (Northwest Ohio Orthopedics And Sports Medicine, Inc.)

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, Northwest Ohio Orthopedics & Sports Medicine 401(K) Profit Sharing Plan is a benefit plan reported by Northwest Ohio Orthopedics And Sports Medicine, Inc. under EIN 34-1963354 and plan number 001. The latest loaded filing year is 2023. The filing reports 189 participants and $18,891,158 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Northwest Ohio Orthopedics And Sports Medicine, Inc.
EIN
34-1963354
Plan number
001
Plan type
2
Location
Findlay, OH
Latest filing year
2023
Participants
189
End-of-year plan assets
$18,891,158

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023189H, C20241014092159NAL0026896177001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,891,158
Net assets (EOY)
$18,891,158
Net assets (BOY)
$16,290,315

Income & contributions

Employer contributions
$402,017
Participant contributions
$831,768
Total contributions
$1,291,932
Total income / additions
$3,835,253

Expenses & distributions

Benefits paid
$1,227,348
Administrative expenses
$7,062
Total expenses
$1,234,410
Net increase / (decrease)
$2,600,843

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pension Innovations Consulting, LLCTHIRD PARTY ADMINISTRATO$3,150$8,6422023
Empower Annuity Insurance Of AmericCONTRACT ADMINISTRATOR$4,902not reported in the loaded dataset2023

Related Form 5500 pages