Paris Orthopedic Clinic, P.A. Employees' Profit Sharing And 401(K) Plan — Form 5500 plan (Paris Orthopedic Clinic, 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, Paris Orthopedic Clinic, P.A. Employees' Profit Sharing And 401(K) Plan is a benefit plan reported by Paris Orthopedic Clinic, P.A. under EIN 75-1583948 and plan number 001. The latest loaded filing year is 2023. The filing reports 43 participants and $9,777,520 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.8MPlan net assets, end of year$9,777,520
Participants43Covered participants reported
Assets / participant$227.4KComputed: assets ÷ participants$227,384 (computed)
Provider compensationNone reported
Plan sponsor
Paris Orthopedic Clinic, P.A.
EIN
75-1583948
Plan number
001
Plan type
2
Location
Paris, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202343I20240814100657NAL0020106784001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.8M total assets
Net assets$9.8MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$417.5K
Benefits paid / distributions$416.5K
Contributions
Employer$310.5K
Participant$180K
Full reported line items

Net assets

Total assets (EOY)
$9,777,520
Total liabilities (EOY)
$0
Net assets (EOY)
$9,777,520
Net assets (BOY)
$8,157,985

Income & contributions

Employer contributions
$310,525
Participant contributions
$180,018
Total income / additions
$2,037,028

Expenses & distributions

Benefits paid
$416,530
Administrative expenses
$963
Total expenses
$417,493
Net increase / (decrease)
$1,619,535
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 63%Participant 37%
Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income20%Computed ratio

Service provider compensation (Schedule C)

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

Related Form 5500 pages