Emergeortho Pa Retirement Plan 2 — 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 2 is a benefit plan reported by Emergeortho Pa under EIN 56-1079264 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,294 participants and $48,628,980 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$48.6MPlan net assets, end of year$48,628,980
Participants1.3KCovered participants reported1,294
Assets / participant$37.6KComputed: assets ÷ participants$37,580 (computed)
Provider compensation$101.1K1 Schedule C provider row(s)$101,136
- Plan sponsor
- Emergeortho Pa
- EIN
- 56-1079264
- Plan number
- 002
- Plan type
- 2
- Location
- Durham, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,294 | H, C | 20250325124236NAL0007691043001 |
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)$48.6M total assets
Net assets$48.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $48,628,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,628,980
- Net assets (BOY)
- $39,098,947
Income & contributions
- Employer contributions
- $3,033,800
- Participant contributions
- $4,142,890
- Total contributions
- $7,761,859
- Total income / additions
- $14,522,007
Expenses & distributions
- Benefits paid
- $3,163,875
- Administrative expenses
- $96,111
- Total expenses
- $3,259,986
- Net increase / (decrease)
- $11,262,021
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.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income22%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $101,136 | $0 | 2023 |