Ora Orthopedics, P.C. Cash Balance Plan — Form 5500 plan (Ora Orthopedics, P.C.)
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, Ora Orthopedics, P.C. Cash Balance Plan is a benefit plan reported by Ora Orthopedics, P.C. under EIN 36-2691642 and plan number 005. The latest loaded filing year is 2023. The filing reports 372 participants and $7,393,192 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ora Orthopedics, P.C.
- EIN
- 36-2691642
- Plan number
- 005
- Plan type
- 2
- Location
- Bettendorf, IA
- Latest filing year
- 2023
- Participants
- 372
- End-of-year plan assets
- $7,393,192
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 372 | H | 20240925191939NAL0020523712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,393,192
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,393,192
- Net assets (BOY)
- $4,597,465
Income & contributions
- Employer contributions
- $2,271,517
- Total contributions
- $2,271,517
- Total income / additions
- $2,839,909
Expenses & distributions
- Benefits paid
- $44,182
- Administrative expenses
- $0
- Total expenses
- $44,182
- Net increase / (decrease)
- $2,795,727
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.