Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan And Trust — Form 5500 plan (Reno Orthopaedic Clinic, Ltd.)

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, Reno Orthopaedic Clinic, Ltd. Profit Sharing Plan And Trust is a benefit plan reported by Reno Orthopaedic Clinic, Ltd. under EIN 88-0103557 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $38,146,181 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.1MPlan net assets, end of year$38,146,181
Participants408Covered participants reported
Assets / participant$93.5KComputed: assets ÷ participants$93,496 (computed)
Provider compensation$89.4K2 Schedule C provider row(s)$89,386
Plan sponsor
Reno Orthopaedic Clinic, Ltd.
EIN
88-0103557
Plan number
001
Plan type
3
Location
Reno, NV
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023408H, C20241015164116NAL0015096659001
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)$38.1M total assets
Net assets$38.1MLiabilities$0
Money in vs. money out
Total income / additions$9.2M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$1.9M
Participant$1.5M
Full reported line items

Net assets

Total assets (EOY)
$38,146,181
Total liabilities (EOY)
$0
Net assets (EOY)
$38,146,181
Net assets (BOY)
$30,574,702

Income & contributions

Employer contributions
$1,881,995
Participant contributions
$1,459,995
Total contributions
$3,361,924
Total income / additions
$9,248,093

Expenses & distributions

Benefits paid
$1,587,228
Administrative expenses
$89,386
Total expenses
$1,676,614
Net increase / (decrease)
$7,571,479

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors, LLCNONE$50,314not reported in the loaded dataset2023
Minnesota Life Insurance CompanyNONE$39,072$02023

Related Form 5500 pages