Orthocincy Retirement Plan — Form 5500 plan (Orthocincy Orthopaedics & Sports Me)
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, Orthocincy Retirement Plan is a benefit plan reported by Orthocincy Orthopaedics & Sports Me under EIN 61-1274265 and plan number 001. The latest loaded filing year is 2023. The filing reports 464 participants and $55,320,094 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthocincy Orthopaedics & Sports Me
- EIN
- 61-1274265
- Plan number
- 001
- Plan type
- 2
- Location
- Edgewood, KY
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $55,320,094
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20240917092354NAL0001637779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,320,094
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,320,094
- Net assets (BOY)
- $43,508,851
Income & contributions
- Employer contributions
- $3,063,508
- Participant contributions
- $2,203,989
- Total contributions
- $6,042,158
- Total income / additions
- $13,012,387
Expenses & distributions
- Benefits paid
- $976,384
- Administrative expenses
- $224,760
- Total expenses
- $1,201,144
- Net increase / (decrease)
- $11,811,243
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co Of Ame | RECORDKEEPER | $74,280 | $0 | 2023 |
| Opus Capital Group LLC | INVESTMENT ADVISOR | $46,636 | not reported in the loaded dataset | 2023 |
| Morgan Stanley | NONE | $26,408 | not reported in the loaded dataset | 2023 |
| Raymond James | NONE | $18,717 | not reported in the loaded dataset | 2023 |
| Wealth Dimensions | NONE | $14,731 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Wealth Management | NONE | $12,696 | not reported in the loaded dataset | 2023 |
| Allworth Financial | NONE | $12,484 | not reported in the loaded dataset | 2023 |
| Thor Wealth Management | NONE | $9,825 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $5,458 | not reported in the loaded dataset | 2023 |
| Futures Planning Group, Inc. | CONTRACT ADMIN | $3,525 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthocincy Orthopaedics & Sports Me
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Edgewood, KY
- Empower Annuity Insurance Co Of Ame — Schedule C compensation
- Opus Capital Group LLC — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Raymond James — Schedule C compensation
- Wealth Dimensions — Schedule C compensation
- Morgan Stanley Wealth Management — Schedule C compensation
- Allworth Financial — Schedule C compensation
- Thor Wealth Management — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Futures Planning Group, Inc. — Schedule C compensation