Ortho Solutions, L.C. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Ortho Solutions, L.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, Ortho Solutions, L.C. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Ortho Solutions, L.C. under EIN 43-1813595 and plan number 002. The latest loaded filing year is 2023. The filing reports 136 participants and $4,478,088 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ortho Solutions, L.C.
- EIN
- 43-1813595
- Plan number
- 002
- Plan type
- 2
- Location
- Ofallon, MO
- Latest filing year
- 2023
- Participants
- 136
- End-of-year plan assets
- $4,478,088
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 136 | I | 20241002155550NAL0004185555001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $4,478,088
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,478,088
- Net assets (BOY)
- $3,757,465
Income & contributions
- Employer contributions
- $91,471
- Participant contributions
- $381,149
- Total income / additions
- $1,141,576
Expenses & distributions
- Benefits paid
- $401,315
- Administrative expenses
- $13,591
- Total expenses
- $420,953
- Net increase / (decrease)
- $720,623
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.