Plan5500

Orthosc, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Orthosc, LLC)

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, Orthosc, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Orthosc, LLC under EIN 82-2962394 and plan number 001. The latest loaded filing year is 2023. The filing reports 328 participants and $20,138,028 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Orthosc, LLC
EIN
82-2962394
Plan number
001
Plan type
2
Location
Myrtle Beach, SC
Latest filing year
2023
Participants
328
End-of-year plan assets
$20,138,028

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023328H, C20241015141731NAL0014815043001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,138,028
Total liabilities (EOY)
$0
Net assets (EOY)
$20,138,028
Net assets (BOY)
$14,988,068

Income & contributions

Employer contributions
$1,584,673
Participant contributions
$1,254,692
Total contributions
$3,025,736
Total income / additions
$6,285,230

Expenses & distributions

Benefits paid
$1,071,830
Administrative expenses
$62,982
Total expenses
$1,135,270
Net increase / (decrease)
$5,149,960

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$45,019not reported in the loaded dataset2023
Roadstead Capital PartnersADVISOR$17,636not reported in the loaded dataset2023
Strategic Advisors, IncADVISOR$327not reported in the loaded dataset2023

Related Form 5500 pages