Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Summit Orthopedics, Ltd.)
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, Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Summit Orthopedics, Ltd. under EIN 41-1762331 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,369 participants and $132,803,781 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Summit Orthopedics, Ltd.
- EIN
- 41-1762331
- Plan number
- 002
- Plan type
- 2
- Location
- Woodbury, MN
- Latest filing year
- 2023
- Participants
- 1,369
- End-of-year plan assets
- $132,803,781
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,369 | H, C | 20241014100458NAL0044087392002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $132,803,781
- Net assets (EOY)
- $132,803,781
- Net assets (BOY)
- $108,665,086
Income & contributions
- Employer contributions
- $5,458,427
- Participant contributions
- $8,336,532
- Total contributions
- $15,583,656
- Total income / additions
- $32,184,555
Expenses & distributions
- Benefits paid
- $7,834,953
- Administrative expenses
- $183,348
- Total expenses
- $8,045,860
- Net increase / (decrease)
- $24,138,695
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $92,593 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | NONE | $51,903 | not reported in the loaded dataset | 2023 |
| Fisher Investments | NONE | $22,732 | not reported in the loaded dataset | 2023 |
| 360 Financial Inc | NONE | $9,492 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $209 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Summit Orthopedics, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Woodbury, MN
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Fisher Investments — Schedule C compensation
- 360 Financial Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation