Plan5500

Orthoillinois Profit Sharing/Safe Harbor 401(K) Plan — Form 5500 plan (Rockford Orthopedic Associates, Ltd. Dba Orthoillinois)

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, Orthoillinois Profit Sharing/Safe Harbor 401(K) Plan is a benefit plan reported by Rockford Orthopedic Associates, Ltd. Dba Orthoillinois under EIN 36-2691111 and plan number 001. The latest loaded filing year is 2023. The filing reports 620 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Rockford Orthopedic Associates, Ltd. Dba Orthoillinois
EIN
36-2691111
Plan number
001
Plan type
2
Location
Rockford, IL
Latest filing year
2023
Participants
620
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023620H, C20240307181442NAL0032693568001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$59,056,423

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$4,005,608

Expenses & distributions

Benefits paid
$4,679,331
Administrative expenses
$56,524
Total expenses
$4,735,855
Net increase / (decrease)
-$730,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Savant Capital ManagementNONE$54,064not reported in the loaded dataset2023

Related Form 5500 pages