American Orthodontics Corporation Employees' Wage Investment Plan — Form 5500 plan (American Orthodontics Corporation)
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, American Orthodontics Corporation Employees' Wage Investment Plan is a benefit plan reported by American Orthodontics Corporation under EIN 39-1093323 and plan number 002. The latest loaded filing year is 2023. The filing reports 972 participants and $73,236,029 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- American Orthodontics Corporation
- EIN
- 39-1093323
- Plan number
- 002
- Plan type
- 2
- Location
- Sheboygan, WI
- Latest filing year
- 2023
- Participants
- 972
- End-of-year plan assets
- $73,236,029
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 972 | H, C | 20240919092616NAL0003401171001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $73,236,029
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $73,236,029
- Net assets (BOY)
- $62,101,696
Income & contributions
- Employer contributions
- $2,524,675
- Participant contributions
- $3,360,435
- Total contributions
- $6,030,475
- Total income / additions
- $16,903,668
Expenses & distributions
- Benefits paid
- $5,620,469
- Administrative expenses
- $148,866
- Total expenses
- $5,769,335
- Net increase / (decrease)
- $11,134,333
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | SERVICE PROVIDER | $95,649 | $0 | 2023 |
| Hub International | SERVICE PROVIDER | $35,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | SERVICE PROVIDER | $18,217 | not reported in the loaded dataset | 2023 |