Orthopaedic Center 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Orthopaedic Center Of Illinois, 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, Orthopaedic Center 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Orthopaedic Center Of Illinois, Ltd. under EIN 36-4156469 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $35,654,904 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Center Of Illinois, Ltd.
EIN
36-4156469
Plan number
002
Plan type
2
Location
Springfield, IL
Latest filing year
2023
Participants
120
End-of-year plan assets
$35,654,904

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H, C20240913161345NAL0017414752001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$35,654,904
Total liabilities (EOY)
$0
Net assets (EOY)
$35,654,904
Net assets (BOY)
$31,539,623

Income & contributions

Employer contributions
$779,144
Participant contributions
$642,419
Total contributions
$1,429,925
Total income / additions
$7,019,755

Expenses & distributions

Benefits paid
$2,893,976
Administrative expenses
$10,498
Total expenses
$2,904,474
Net increase / (decrease)
$4,115,281

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Benefit Plans PlusCONTRACT ADMIN$9,432not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages