Fort Wayne Orthopaedics, LLC Profit Sharing Plan — Form 5500 plan (Fort Wayne Orthopaedics, LLC)

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, Fort Wayne Orthopaedics, LLC Profit Sharing Plan is a benefit plan reported by Fort Wayne Orthopaedics, LLC under EIN 35-1893082 and plan number 001. The latest loaded filing year is 2023. The filing reports 241 participants and $45,701,351 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fort Wayne Orthopaedics, LLC
EIN
35-1893082
Plan number
001
Plan type
2
Location
Fort Wayne, IN
Latest filing year
2023
Participants
241
End-of-year plan assets
$45,701,351

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023241H, C20240917145818NAL0001831747003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$45,701,351
Net assets (EOY)
$45,701,351
Net assets (BOY)
$38,806,746

Income & contributions

Employer contributions
$1,529,606
Participant contributions
$1,573,196
Total contributions
$3,112,194
Total income / additions
$10,046,086

Expenses & distributions

Benefits paid
$3,100,048
Administrative expenses
$51,433
Total expenses
$3,151,481
Net increase / (decrease)
$6,894,605

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$44,836not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$7,221not reported in the loaded dataset2023

Related Form 5500 pages