Regional Orthopaedic Associates 401(K) Psp — Form 5500 plan (Regional Orthopaedic Associates, P.A.)
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, Regional Orthopaedic Associates 401(K) Psp is a benefit plan reported by Regional Orthopaedic Associates, P.A. under EIN 51-0366909 and plan number 003. The latest loaded filing year is 2023. The filing reports 224 participants and $37,140,669 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional Orthopaedic Associates, P.A.
- EIN
- 51-0366909
- Plan number
- 003
- Plan type
- 2
- Location
- Middletown, DE
- Latest filing year
- 2023
- Participants
- 224
- End-of-year plan assets
- $37,140,669
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 224 | H, C | 20240903083620NAL0018758977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,140,669
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,140,669
- Net assets (BOY)
- $29,501,564
Income & contributions
- Employer contributions
- $1,400,233
- Participant contributions
- $1,294,979
- Total contributions
- $3,061,391
- Total income / additions
- $7,964,999
Expenses & distributions
- Benefits paid
- $259,390
- Administrative expenses
- $66,504
- Total expenses
- $325,894
- Net increase / (decrease)
- $7,639,105
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Group | NONE | $37,096 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $22,730 | $0 | 2023 |
| Clifton Larson Allen Llp | NONE | $6,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regional Orthopaedic Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Middletown, DE
- Lincoln Financial Group — Schedule C compensation
- The Vanguard Group, Inc. — Schedule C compensation
- Clifton Larson Allen Llp — Schedule C compensation