Family Orthopedic Associates P 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Orthopedic Associates P)
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, Family Orthopedic Associates P 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Orthopedic Associates P under EIN 38-2265342 and plan number 001. The latest loaded filing year is 2023. The filing reports 146 participants and $23,071,263 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Orthopedic Associates P
- EIN
- 38-2265342
- Plan number
- 001
- Plan type
- 2
- Location
- Flint, MI
- Latest filing year
- 2023
- Participants
- 146
- End-of-year plan assets
- $23,071,263
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 146 | H, C | 20241015101922NAL0014389523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,071,263
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,071,263
- Net assets (BOY)
- $19,732,531
Income & contributions
- Employer contributions
- $940,963
- Participant contributions
- $512,412
- Total contributions
- $1,876,979
- Total income / additions
- $5,719,017
Expenses & distributions
- Benefits paid
- $2,327,840
- Administrative expenses
- $52,445
- Total expenses
- $2,380,285
- Net increase / (decrease)
- $3,338,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | ADVISOR | $20,728 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,800 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $6,419 | not reported in the loaded dataset | 2023 |