Orthopaedic Associates, P.A. Profit Sharing 401(K) Plan And Trust — Form 5500 plan (Orthopaedic Associates, 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 Associates, P.A. Profit Sharing 401(K) Plan And Trust is a benefit plan reported by Orthopaedic Associates, P.A. under EIN 59-2921954 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $11,571,613 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic Associates, P.A.
- EIN
- 59-2921954
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Walton Beach, FL
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $11,571,613
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20250501085627NAL0002996641001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,571,613
- Total liabilities (EOY)
- $4,552
- Net assets (EOY)
- $11,567,061
- Net assets (BOY)
- $9,022,931
Income & contributions
- Employer contributions
- $668,376
- Participant contributions
- $633,963
- Total contributions
- $1,331,630
- Total income / additions
- $2,952,815
Expenses & distributions
- Benefits paid
- $346,396
- Administrative expenses
- $62,289
- Total expenses
- $408,685
- Net increase / (decrease)
- $2,544,130
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nationwide | RECORDKEEPER | $39,474 | $0 | 2023 |
| Warren Averett Benefit Consultants | TPA | $22,324 | not reported in the loaded dataset | 2023 |
| Raymond James Financial Servic | INVESTMENT MANAGER | $0 | $17,874 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Walton Beach, FL
- Nationwide — Schedule C compensation
- Warren Averett Benefit Consultants — Schedule C compensation
- Raymond James Financial Servic — Schedule C compensation