Orthopaedic Specialists Of Nc, P.A. 401(K) Plan — Form 5500 plan (Orthopaedic Specialists Of Nc, P.A.)
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, Orthopaedic Specialists Of Nc, P.A. 401(K) Plan is a benefit plan reported by Orthopaedic Specialists Of Nc, P.A. under EIN 56-2232487 and plan number 001. The latest loaded filing year is 2023. The filing reports 132 participants and $9,283,413 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Specialists Of Nc, P.A.
- EIN
- 56-2232487
- Plan number
- 001
- Plan type
- 2
- Location
- Raleigh, NC
- Latest filing year
- 2023
- Participants
- 132
- End-of-year plan assets
- $9,283,413
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241010085721NAL0011316003001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,283,413
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,283,413
- Net assets (BOY)
- $7,258,674
Income & contributions
- Employer contributions
- $277,764
- Participant contributions
- $476,689
- Total contributions
- $844,042
- Total income / additions
- $2,221,627
Expenses & distributions
- Benefits paid
- $186,715
- Administrative expenses
- $10,173
- Total expenses
- $196,888
- Net increase / (decrease)
- $2,024,739
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Qualified Retirement Plan Services | CONTRACT ADMIN | $11,500 | $8,002 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $8,303 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,020 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Specialists Of Nc, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Raleigh, NC
- Qualified Retirement Plan Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation