Aligned Orthopedic Partners 401(K) Plan — Form 5500 plan (Asc Ortho Management Company, 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, Aligned Orthopedic Partners 401(K) Plan is a benefit plan reported by Asc Ortho Management Company, LLC under EIN 83-1642974 and plan number 001. The latest loaded filing year is 2023. The filing reports 574 participants and $40,906,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Asc Ortho Management Company, LLC
- EIN
- 83-1642974
- Plan number
- 001
- Plan type
- 2
- Location
- Bethesda, MD
- Latest filing year
- 2023
- Participants
- 574
- End-of-year plan assets
- $40,906,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 574 | H, C | 20241104105101NAL0004067187001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,906,414
- Net assets (EOY)
- $40,906,414
- Net assets (BOY)
- $31,532,587
Income & contributions
- Employer contributions
- $1,351,792
- Participant contributions
- $1,845,454
- Total contributions
- $4,798,944
- Total income / additions
- $10,452,209
Expenses & distributions
- Benefits paid
- $930,901
- Administrative expenses
- $147,481
- Total expenses
- $1,078,382
- Net increase / (decrease)
- $9,373,827
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco LLC | NONE | $29,497 | not reported in the loaded dataset | 2023 |
| City National Rochdale LLC | NONE | $26,908 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $8,191 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $284 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Asc Ortho Management Company, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MD
- 401(k) and benefit plan filings in Bethesda, MD
- Creative Planning Holdco LLC — Schedule C compensation
- City National Rochdale LLC — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation