Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan — Form 5500 plan (Tuckahoe Orthopaedic Associates, Ltd.)
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, Tuckahoe Orthopaedic Associates, Ltd. 401(K) Plan is a benefit plan reported by Tuckahoe Orthopaedic Associates, Ltd. under EIN 54-0949806 and plan number 003. The latest loaded filing year is 2023. The filing reports 142 participants and $39,364,976 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39.4MPlan net assets, end of year$39,364,976
Participants142Covered participants reported
Assets / participant$277.2KComputed: assets ÷ participants$277,218 (computed)
Provider compensation$14.1K4 Schedule C provider row(s)$14,114
- Plan sponsor
- Tuckahoe Orthopaedic Associates, Ltd.
- EIN
- 54-0949806
- Plan number
- 003
- Plan type
- 2
- Location
- Henrico, VA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241008083806NAL0017294705001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$39.4M total assets
Net assets$39.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,364,976
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,364,976
- Net assets (BOY)
- $31,640,343
Income & contributions
- Employer contributions
- $731,306
- Participant contributions
- $509,856
- Total contributions
- $1,241,297
- Total income / additions
- $8,397,970
Expenses & distributions
- Benefits paid
- $658,504
- Administrative expenses
- $14,833
- Total expenses
- $673,337
- Net increase / (decrease)
- $7,724,633
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
59%41%
Employer 59%Participant 41%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Onedigital Investment Advisors LLC | INVESTMENT ADVISOR | $9,298 | not reported in the loaded dataset | 2023 |
| The Capital Management Corp | ADVISOR | $3,635 | not reported in the loaded dataset | 2023 |
| Tuckahoe Orthopedic Associates, Ltd | OTHER | $1,181 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tuckahoe Orthopaedic Associates, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Henrico, VA
- Onedigital Investment Advisors LLC — Schedule C compensation
- The Capital Management Corp — Schedule C compensation
- Tuckahoe Orthopedic Associates, Ltd — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation