Orthopaedics Northeast, Pc Profit Sharing Plan — Form 5500 plan (Orthopaedics Northeast, Pc)
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, Orthopaedics Northeast, Pc Profit Sharing Plan is a benefit plan reported by Orthopaedics Northeast, Pc under EIN 35-1496097 and plan number 002. The latest loaded filing year is 2023. The filing reports 584 participants and $97,175,127 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedics Northeast, Pc
- EIN
- 35-1496097
- Plan number
- 002
- Plan type
- 2
- Location
- Fort Wayne, IN
- Latest filing year
- 2023
- Participants
- 584
- End-of-year plan assets
- $97,175,127
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 584 | H, C | 20240925145913NAL0025693152001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,175,127
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,175,127
- Net assets (BOY)
- $82,568,594
Income & contributions
- Employer contributions
- $2,647,483
- Participant contributions
- $2,063,809
- Total contributions
- $4,711,292
- Total income / additions
- $20,451,425
Expenses & distributions
- Benefits paid
- $5,795,213
- Administrative expenses
- $49,679
- Total expenses
- $5,844,892
- Net increase / (decrease)
- $14,606,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pensionmark Financial | ADVISOR | $20,000 | not reported in the loaded dataset | 2023 |
| Futureplan | RECORD KEEPER | $10,123 | $167 | 2023 |
| Vestia Personal Wealth Advisors | ADVISOR | $10,198 | not reported in the loaded dataset | 2023 |
| Larson Financial Group | ADVISOR | $9,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedics Northeast, Pc
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Fort Wayne, IN
- Pensionmark Financial — Schedule C compensation
- Futureplan — Schedule C compensation
- Vestia Personal Wealth Advisors — Schedule C compensation
- Larson Financial Group — Schedule C compensation