Emergeortho Pa Retirement Plan — Form 5500 plan (Emergeortho Pa)

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, Emergeortho Pa Retirement Plan is a benefit plan reported by Emergeortho Pa under EIN 56-1079264 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,012 participants and $183,649,694 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Emergeortho Pa
EIN
56-1079264
Plan number
001
Plan type
2
Location
Durham, NC
Latest filing year
2023
Participants
2,012
End-of-year plan assets
$183,649,694

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,012H, C20250325123938NAL0014262033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$183,649,694
Total liabilities (EOY)
$0
Net assets (EOY)
$183,649,694
Net assets (BOY)
$149,257,932

Income & contributions

Employer contributions
$5,676,647
Participant contributions
$6,394,284
Total contributions
$12,308,626
Total income / additions
$38,741,483

Expenses & distributions

Benefits paid
$5,844,597
Administrative expenses
$117,424
Total expenses
$5,962,021
Net increase / (decrease)
$32,779,462

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$119,492$02023

Related Form 5500 pages