Plan5500

New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan — Form 5500 plan (New Mexico Orthopaedic Associates, P.C.)

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, New Mexico Orthopaedic Associates, P.C. Defined Benefit Plan is a benefit plan reported by New Mexico Orthopaedic Associates, P.C. under EIN 85-0291612 and plan number 001. The latest loaded filing year is 2023. The filing reports 308 participants and $27,258,888 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Mexico Orthopaedic Associates, P.C.
EIN
85-0291612
Plan number
001
Plan type
2
Location
Albuquerque, NM
Latest filing year
2023
Participants
308
End-of-year plan assets
$27,258,888

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023308H, C20241011150406NAL0022137665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$27,258,888
Total liabilities (EOY)
$0
Net assets (EOY)
$27,258,888
Net assets (BOY)
$22,710,104

Income & contributions

Employer contributions
$3,062,000
Total contributions
$3,062,000
Total income / additions
$5,681,245

Expenses & distributions

Benefits paid
$1,078,191
Administrative expenses
$54,270
Total expenses
$1,132,461
Net increase / (decrease)
$4,548,784

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NfpNONE$31,250not reported in the loaded dataset2023
AscensusNONE$12,203not reported in the loaded dataset2023
Sentinel Benefits GroupNONE$10,673not reported in the loaded dataset2023

Related Form 5500 pages