Us Orthopaedic Partners 401(K) Plan — Form 5500 plan (Usop, 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, Us Orthopaedic Partners 401(K) Plan is a benefit plan reported by Usop, LLC under EIN 85-2924718 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,162 participants and $88,126,216 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$88.1MPlan net assets, end of year$88,126,216
Participants1.2KCovered participants reported1,162
Assets / participant$75.8KComputed: assets ÷ participants$75,840 (computed)
Provider compensation$184.4K5 Schedule C provider row(s)$184,387
- Plan sponsor
- Usop, LLC
- EIN
- 85-2924718
- Plan number
- 001
- Plan type
- 2
- Location
- Alpharetta, GA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,162 | H, C | 20250501082350NAL0006361778001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$88.1M total assets
Net assets$88.1MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $88,126,216
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $88,126,216
- Net assets (BOY)
- $67,052,584
Income & contributions
- Employer contributions
- $3,902,977
- Participant contributions
- $5,712,586
- Total contributions
- $14,530,217
- Total income / additions
- $26,483,623
Expenses & distributions
- Benefits paid
- $5,253,814
- Administrative expenses
- $147,227
- Total expenses
- $5,409,991
- Net increase / (decrease)
- $21,073,632
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Magnolia Capital Advisors LLC | INVESTMENT ADVISOR | $156,621 | not reported in the loaded dataset | 2023 |
| Hub International Midwest Ltd | CONTRACT ADMIN. | $14,930 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT. | $2,826 | not reported in the loaded dataset | 2023 |
| Gwfs Equities Inc | RECORDKEEPER AFFILIATE | $10 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Usop, LLC
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Alpharetta, GA
- Magnolia Capital Advisors LLC — Schedule C compensation
- Hub International Midwest Ltd — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Gwfs Equities Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation