Vail-Summit Orthopaedics, Pc 401k Profit Sharing Plan — Form 5500 plan (Vail-Summit Orthopaedics, 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, Vail-Summit Orthopaedics, Pc 401k Profit Sharing Plan is a benefit plan reported by Vail-Summit Orthopaedics, Pc under EIN 68-0501385 and plan number 001. The latest loaded filing year is 2023. The filing reports 161 participants and $23,996,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vail-Summit Orthopaedics, Pc
EIN
68-0501385
Plan number
001
Plan type
2
Location
Frisco, CO
Latest filing year
2023
Participants
161
End-of-year plan assets
$23,996,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023161H, C20241015103805NAL0048873200001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$23,996,159
Net assets (EOY)
$23,996,159
Net assets (BOY)
$15,907,499

Income & contributions

Employer contributions
$747,355
Participant contributions
$775,142
Total contributions
$6,604,105
Total income / additions
$9,647,777

Expenses & distributions

Benefits paid
$1,546,207
Administrative expenses
$12,910
Total expenses
$1,559,117
Net increase / (decrease)
$8,088,660

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Group, Inc.RECORDKEEPER$14,060$732023
Orgel Wealth ManagementINVESTMENT ADVISORYnot reported in the loaded dataset$02023

Related Form 5500 pages