Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust)
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, Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust under EIN 82-0299260 and plan number 001. The latest loaded filing year is 2023. The filing reports 39 participants and $8,712,745 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopedic & Fracture Clinic, P.A. 401(K) Profit Sharing Plan & Trust
- EIN
- 82-0299260
- Plan number
- 001
- Plan type
- 2
- Location
- Caldwell, ID
- Latest filing year
- 2023
- Participants
- 39
- End-of-year plan assets
- $8,712,745
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39 | I | 20240829180007NAL0007798979003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,712,745
- Net assets (EOY)
- $8,712,745
- Net assets (BOY)
- $7,091,900
Income & contributions
- Employer contributions
- $188,812
- Participant contributions
- $161,180
- Total income / additions
- $2,121,055
Expenses & distributions
- Benefits paid
- $425,189
- Administrative expenses
- $75,021
- Total expenses
- $500,210
- Net increase / (decrease)
- $1,620,845
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.