Orthopedic Health Of Kansas City P.C. Profit Sharing 401(K) Plan — Form 5500 plan (Orthopedic Health Of Kansas City Pc)
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, Orthopedic Health Of Kansas City P.C. Profit Sharing 401(K) Plan is a benefit plan reported by Orthopedic Health Of Kansas City Pc under EIN 43-0948214 and plan number 001. The latest loaded filing year is 2023. The filing reports 139 participants and $16,760,877 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic Health Of Kansas City Pc
- EIN
- 43-0948214
- Plan number
- 001
- Plan type
- 2
- Location
- North Kansas City, MO
- Latest filing year
- 2023
- Participants
- 139
- End-of-year plan assets
- $16,760,877
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 139 | H, C | 20250412133323NAL0038620592001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,760,877
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,760,877
- Net assets (BOY)
- $14,257,912
Income & contributions
- Employer contributions
- $942,313
- Participant contributions
- $589,382
- Total contributions
- $1,606,343
- Total income / additions
- $3,315,623
Expenses & distributions
- Benefits paid
- $765,813
- Administrative expenses
- $46,845
- Total expenses
- $812,658
- Net increase / (decrease)
- $2,502,965
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Steffesd Financila Ltd | ADVISOR | $24,573 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $22,272 | $0 | 2023 |