Plan5500

Tidewater Orthopaedic Associates, Inc 401k Profit Sharing Plan — Form 5500 plan (Tidewater Orthopaedic Associates, 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, Tidewater Orthopaedic Associates, Inc 401k Profit Sharing Plan is a benefit plan reported by Tidewater Orthopaedic Associates, Inc under EIN 54-1001793 and plan number 002. The latest loaded filing year is 2023. The filing reports 109 participants and $14,265,862 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tidewater Orthopaedic Associates, Inc
EIN
54-1001793
Plan number
002
Plan type
2
Location
Hampton, VA
Latest filing year
2023
Participants
109
End-of-year plan assets
$14,265,862

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023109H, C20241015093357NAL0055382658001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$14,265,862
Total liabilities (EOY)
$127
Net assets (EOY)
$14,265,735
Net assets (BOY)
$11,144,362

Income & contributions

Employer contributions
$537,991
Participant contributions
$342,934
Total contributions
$910,612
Total income / additions
$3,528,730

Expenses & distributions

Benefits paid
$377,825
Administrative expenses
$29,532
Total expenses
$407,357
Net increase / (decrease)
$3,121,373

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.RECORD KEEPER$2,340not reported in the loaded dataset2023
Dunbar, Bender & Zapf, Inc.SERVICE PROVIDER - TPA$1,550not reported in the loaded dataset2023
Ascensus LLCRECORD KEEPER$2not reported in the loaded dataset2023

Related Form 5500 pages