Valdosta Orthopedic Associates, Pc 401k Plan — Form 5500 plan (Valdosta Orthopedic Associates, Pc)

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, Valdosta Orthopedic Associates, Pc 401k Plan is a benefit plan reported by Valdosta Orthopedic Associates, Pc under EIN 58-1234117 and plan number 002. The latest loaded filing year is 2023. The filing reports 104 participants and $12,675,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Valdosta Orthopedic Associates, Pc
EIN
58-1234117
Plan number
002
Plan type
2
Location
Valdosta, GA
Latest filing year
2023
Participants
104
End-of-year plan assets
$12,675,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104I20240626145909NAL0005780659001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$12,675,436
Net assets (EOY)
$12,675,436
Net assets (BOY)
$11,048,290

Income & contributions

Employer contributions
$654,097
Participant contributions
$344,320
Total income / additions
$2,626,174

Expenses & distributions

Benefits paid
$941,942
Administrative expenses
$57,086
Total expenses
$999,028
Net increase / (decrease)
$1,627,146

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages