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. Cash Balance Plan is a benefit plan reported by Orthopaedic & Spine Center Of The Rockies, P.C. under EIN 84-0593455 and plan number 002. The latest loaded filing year is 2023. The filing reports 168 participants and $12,655,781 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,655,781
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,655,781
- Net assets (BOY)
- $9,979,549
Income & contributions
- Employer contributions
- $1,780,000
- Total contributions
- $1,780,000
- Total income / additions
- $2,731,737
Expenses & distributions
- Benefits paid
- $45,117
- Administrative expenses
- $10,388
- Total expenses
- $55,505
- Net increase / (decrease)
- $2,676,232