Plan5500

Orthomidwest, Pllc 401(K) Retirement Plan — Form 5500 plan (Orthomidwest, Pllc)

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, Orthomidwest, Pllc 401(K) Retirement Plan is a benefit plan reported by Orthomidwest, Pllc under EIN 36-2691111 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,555 participants and $164,286,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthomidwest, Pllc
EIN
36-2691111
Plan number
002
Plan type
2
Location
Rockford, IL
Latest filing year
2023
Participants
1,555
End-of-year plan assets
$164,286,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,555H, C20241015191142NAL0051024544001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$164,286,622
Total liabilities (EOY)
$0
Net assets (EOY)
$164,286,622
Net assets (BOY)
$0

Income & contributions

Employer contributions
$8,161,868
Participant contributions
$7,318,828
Total contributions
$23,932,820
Total income / additions
$36,907,238

Expenses & distributions

Benefits paid
$5,890,966
Administrative expenses
$85,960
Total expenses
$5,978,611
Net increase / (decrease)
$30,928,627

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$47,016$02023
Sheridan Road Advisors, LLCINVESTMENT ADVISORY$35,446not reported in the loaded dataset2023
The Mandmarblestone Group LLCTHIRD PARTY ADMINISTRATO$0$13,1882023
25 LLCINVESTMENT ADVISORY$1,753not reported in the loaded dataset2023
Next Capital Management LLCINVESTMENT ADVISORY$1,744not reported in the loaded dataset2023

Related Form 5500 pages