Orthopaedic & Spine Center Of The Rockies, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Orthopaedic & Spine Center Of The Rockies, Pc)
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, Orthopaedic & Spine Center Of The Rockies, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Orthopaedic & Spine Center Of The Rockies, Pc under EIN 84-0593455 and plan number 001. The latest loaded filing year is 2023. The filing reports 667 participants and $76,479,793 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Orthopaedic & Spine Center Of The Rockies, Pc
- EIN
- 84-0593455
- Plan number
- 001
- Plan type
- 2
- Location
- Fort Collins, CO
- Latest filing year
- 2023
- Participants
- 667
- End-of-year plan assets
- $76,479,793
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 667 | H, C | 20241014113412NAL0045810560001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $76,479,793
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $76,479,793
- Net assets (BOY)
- $67,510,640
Income & contributions
- Employer contributions
- $3,676,502
- Participant contributions
- $2,718,841
- Total contributions
- $6,717,277
- Total income / additions
- $16,908,517
Expenses & distributions
- Benefits paid
- $7,844,868
- Administrative expenses
- $92,117
- Total expenses
- $7,939,364
- Net increase / (decrease)
- $8,969,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance | CONTRACT ADMINISTRATOR | $45,974 | $0 | 2023 |
| Hunter Benefits Consulting Group | CONTRACT ADMINISTRATOR | $17,607 | $22,817 | 2023 |
| First Western Trust | CONTRACT ADMINISTRATOR | $22,500 | not reported in the loaded dataset | 2023 |
| Charles Scwab & Co, Inc. | BROKER/DEALER | $4,358 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Orthopaedic & Spine Center Of The Rockies, Pc
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Fort Collins, CO
- Principal Life Insurance — Schedule C compensation
- Hunter Benefits Consulting Group — Schedule C compensation
- First Western Trust — Schedule C compensation
- Charles Scwab & Co, Inc. — Schedule C compensation