Plan5500

Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan — Form 5500 plan (Bridger Orthopedics And Sports Medicine, P.C.)

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, Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan is a benefit plan reported by Bridger Orthopedics And Sports Medicine, P.C. under EIN 81-0512911 and plan number 001. The latest loaded filing year is 2023. The filing reports 157 participants and $24,467,649 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.5MPlan net assets, end of year$24,467,649
Participants157Covered participants reported
Assets / participant$155.8KComputed: assets ÷ participants$155,845 (computed)
Provider compensation$33.6K3 Schedule C provider row(s)$33,617
Plan sponsor
Bridger Orthopedics And Sports Medicine, P.C.
EIN
81-0512911
Plan number
001
Plan type
2
Location
Bozeman, MT
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    157 participants · 2Sch HSch C
    View filing →
Schedule H · 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)$24.5M total assets
Net assets$24.5MLiabilities$0
Money in vs. money out
Total income / additions$6.6M
Total expenses$12.6M
Benefits paid / distributions$12.6M
Contributions
Employer$1.1M
Participant$734.8K
Full reported line items

Net assets

Total assets (EOY)
$24,467,649
Total liabilities (EOY)
$0
Net assets (EOY)
$24,467,649
Net assets (BOY)
$30,469,361

Income & contributions

Employer contributions
$1,149,002
Participant contributions
$734,835
Total contributions
$1,956,698
Total income / additions
$6,627,940

Expenses & distributions

Benefits paid
$12,563,025
Administrative expenses
$66,627
Total expenses
$12,629,652
Net increase / (decrease)
-$6,001,712
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 61%Participant 39%
Total expenses ÷ net assets52%Computed ratio
Benefits paid ÷ total income190%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wells Fargo Advisors LLC$32.3K
    INVESTMENT ADVISOR · Direct $32.3K
  2. 2
    Randall & Hurley, Inc.$1.1K
    CONTRACT ADMINISTRATOR · Direct $1.1K
  3. 3
    Capital Group Retirement Plan Servi$300
    RECORDKEEPER · Direct $300 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan?
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan is reported as sponsored by Bridger Orthopedics And Sports Medicine, P.C. (EIN 81-0512911, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan?
The latest Form 5500 filing year loaded for Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan is 2023.
How many participants does Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan report?
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan reports 157 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan?
Bridger Orthopedics & Sports Medicine, P.C. Profit Sharing Plan reports $24,467,649 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages