Orthopaedic Associates Of Muskegon, Pc 401(K) Plan — Form 5500 plan (Orthopaedic Associates Of)

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 Associates Of Muskegon, Pc 401(K) Plan is a benefit plan reported by Orthopaedic Associates Of under EIN 38-2192991 and plan number 004. The latest loaded filing year is 2023. The filing reports 230 participants and $30,235,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Associates Of
EIN
38-2192991
Plan number
004
Plan type
2
Location
Muskegon, MI
Latest filing year
2023
Participants
230
End-of-year plan assets
$30,235,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023230H, C20241014113259NAL0044333792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,235,028
Total liabilities (EOY)
$0
Net assets (EOY)
$30,235,028
Net assets (BOY)
$24,913,222

Income & contributions

Employer contributions
$1,201,706
Participant contributions
$986,956
Total contributions
$2,196,682
Total income / additions
$6,815,807

Expenses & distributions

Benefits paid
$1,452,035
Administrative expenses
$33,567
Total expenses
$1,494,001
Net increase / (decrease)
$5,321,806

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$33,567$02023

Related Form 5500 pages