Orthovirginia, Inc. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Orthovirginia, 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, Orthovirginia, Inc. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Orthovirginia, Inc. under EIN 54-0885859 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,148 participants and $237,572,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthovirginia, Inc.
EIN
54-0885859
Plan number
001
Plan type
2
Location
North Chesterfield, VA
Latest filing year
2023
Participants
2,148
End-of-year plan assets
$237,572,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,148H, C20241015115153NAL0014532259001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$237,572,964
Total liabilities (EOY)
$0
Net assets (EOY)
$237,572,964
Net assets (BOY)
$200,108,783

Income & contributions

Employer contributions
$7,158,981
Participant contributions
$9,553,705
Total contributions
$19,612,983
Total income / additions
$52,313,709

Expenses & distributions

Benefits paid
$14,629,679
Administrative expenses
$219,849
Total expenses
$14,849,528
Net increase / (decrease)
$37,464,181

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merrill Lynch, Pierce, Fenner And SRECORDKEEPER$166,918$02023

Related Form 5500 pages