Columbia Orthopaedic Group Profit Sharing Plan And Trust — Form 5500 plan (Columbia Orthopaedic Group Llp)
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, Columbia Orthopaedic Group Profit Sharing Plan And Trust is a benefit plan reported by Columbia Orthopaedic Group Llp under EIN 43-1427548 and plan number 001. The latest loaded filing year is 2023. The filing reports 227 participants and $45,362,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Columbia Orthopaedic Group Llp
- EIN
- 43-1427548
- Plan number
- 001
- Plan type
- 2
- Location
- Columbia, MO
- Latest filing year
- 2023
- Participants
- 227
- End-of-year plan assets
- $45,362,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 227 | H, C | 20241015140736NAL0056569106001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,362,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $45,362,103
- Net assets (BOY)
- $38,196,808
Income & contributions
- Employer contributions
- $1,353,555
- Participant contributions
- $1,000,482
- Total contributions
- $2,600,964
- Total income / additions
- $9,573,581
Expenses & distributions
- Benefits paid
- $2,255,950
- Administrative expenses
- $152,336
- Total expenses
- $2,408,286
- Net increase / (decrease)
- $7,165,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Central Trust Company | NONE | $55,873 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $40,836 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $17,860 | $0 | 2023 |
| Northwestern Mutual Investment Serv | NONE | $12,647 | $0 | 2023 |
| Cetera | NONE | $11,514 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Columbia Orthopaedic Group Llp
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Columbia, MO
- Central Trust Company — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Ascensus LLC — Schedule C compensation
- Northwestern Mutual Investment Serv — Schedule C compensation
- Cetera — Schedule C compensation