Orthopedics Rhode Island, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopedics Rhode Island, Inc.)
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, Orthopedics Rhode Island, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopedics Rhode Island, Inc. under EIN 47-2361569 and plan number 001. The latest loaded filing year is 2023. The filing reports 663 participants and $33,453,814 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedics Rhode Island, Inc.
- EIN
- 47-2361569
- Plan number
- 001
- Plan type
- 2
- Location
- Warwick, RI
- Latest filing year
- 2023
- Participants
- 663
- End-of-year plan assets
- $33,453,814
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 663 | H, C | 20241011155005NAL0039364688001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $33,453,814
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,453,814
- Net assets (BOY)
- $28,459,084
Income & contributions
- Employer contributions
- $1,940,275
- Participant contributions
- $1,563,819
- Total contributions
- $3,687,171
- Total income / additions
- $8,012,624
Expenses & distributions
- Benefits paid
- $2,920,454
- Administrative expenses
- $97,440
- Total expenses
- $3,017,894
- Net increase / (decrease)
- $4,994,730
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $43,609 | not reported in the loaded dataset | 2023 |
| Ewpower Annuity Insurance Co Of Ame | RECORDKEEPER | $34,512 | $0 | 2023 |
| Cornerstone Retirement Plan Admin. | CONTRACT ADMIN | $7,985 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $11,071 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopedics Rhode Island, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in RI
- 401(k) and benefit plan filings in Warwick, RI
- Global Retirement Partners LLC — Schedule C compensation
- Ewpower Annuity Insurance Co Of Ame — Schedule C compensation
- Cornerstone Retirement Plan Admin. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation