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, St. Cloud Orthopedic Associates, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by St. Cloud Orthopedic Associates, Ltd. under EIN 41-0966155 and plan number 002. The latest loaded filing year is 2023. The filing reports 208 participants and $41,149,453 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,149,453
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,149,453
- Net assets (BOY)
- $39,084,090
Income & contributions
- Employer contributions
- $451,999
- Participant contributions
- $964,054
- Total contributions
- $1,432,044
- Total income / additions
- $9,547,386
Expenses & distributions
- Benefits paid
- $7,428,762
- Administrative expenses
- $47,879
- Total expenses
- $7,482,023
- Net increase / (decrease)
- $2,065,363