Orthopaedic Associates Of Wisconsin, S.C. Defined Benefit Plan — Form 5500 plan (Orthopaedic Associates Of Wisconsin, S.C.)

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 Wisconsin, S.C. Defined Benefit Plan is a benefit plan reported by Orthopaedic Associates Of Wisconsin, S.C. under EIN 39-1101566 and plan number 003. The latest loaded filing year is 2023. The filing reports 196 participants and $24,780,543 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthopaedic Associates Of Wisconsin, S.C.
EIN
39-1101566
Plan number
003
Plan type
2
Location
Pewaukee, WI
Latest filing year
2023
Participants
196
End-of-year plan assets
$24,780,543

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023196H, C20241008115605NAL0009613171001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,780,543
Total liabilities (EOY)
$0
Net assets (EOY)
$24,780,543
Net assets (BOY)
$21,050,620

Income & contributions

Employer contributions
$3,501,169
Total contributions
$3,501,169
Total income / additions
$4,731,495

Expenses & distributions

Benefits paid
$956,786
Administrative expenses
$44,786
Total expenses
$1,001,572
Net increase / (decrease)
$3,729,923

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Orgel Wealth Management, LLCINVESTMENT ADVISOR$0$44,6762023

Related Form 5500 pages