Barrington Orthopedic Specialists, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Barrington Orthopedic Specialists, Ltd.)
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, Barrington Orthopedic Specialists, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Barrington Orthopedic Specialists, Ltd. under EIN 36-3062013 and plan number 003. The latest loaded filing year is 2023. The filing reports 207 participants and $38,914,140 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barrington Orthopedic Specialists, Ltd.
- EIN
- 36-3062013
- Plan number
- 003
- Plan type
- 2
- Location
- Schaumburg, IL
- Latest filing year
- 2023
- Participants
- 207
- End-of-year plan assets
- $38,914,140
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 207 | H, C | 20240723105007NAL0011130945001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,914,140
- Total liabilities (EOY)
- $32,439
- Net assets (EOY)
- $38,881,701
- Net assets (BOY)
- $32,069,216
Income & contributions
- Employer contributions
- $460,063
- Participant contributions
- $981,465
- Total contributions
- $1,572,481
- Total income / additions
- $7,420,009
Expenses & distributions
- Benefits paid
- $561,044
- Administrative expenses
- $46,480
- Total expenses
- $607,524
- Net increase / (decrease)
- $6,812,485
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Minnesota Life | CUSTODIAN | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | INSURANCE BROKER | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Mission Wealth Management Lp | INVESTMENT ADVISORY | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
| Minnesota Life | CUSTODIAN | not reported in the loaded dataset | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barrington Orthopedic Specialists, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Schaumburg, IL
- Minnesota Life — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation
- Mission Wealth Management Lp — Schedule C compensation