Desert Orthopaedic Center, Ltd. 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Desert Orthopaedic Center)
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, Desert Orthopaedic Center, Ltd. 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Desert Orthopaedic Center under EIN 91-0858192 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $55,837,256 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$55.8MPlan net assets, end of year$55,837,256
Participants276Covered participants reported
Assets / participant$202.3KComputed: assets ÷ participants$202,309 (computed)
Provider compensation$93K3 Schedule C provider row(s)$92,990
- Plan sponsor
- Desert Orthopaedic Center
- EIN
- 91-0858192
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241014175833NAL0026894913001 |
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)$55.8M total assets
Net assets$55.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $55,837,256
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,837,256
- Net assets (BOY)
- $46,885,187
Income & contributions
- Employer contributions
- $1,866,852
- Participant contributions
- $1,635,086
- Total contributions
- $3,526,263
- Total income / additions
- $10,616,832
Expenses & distributions
- Benefits paid
- $1,513,612
- Administrative expenses
- $151,151
- Total expenses
- $1,664,763
- Net increase / (decrease)
- $8,952,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $43,336 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of Ameerica | RECORDKEEPER | $40,631 | $0 | 2023 |
| Kushner & Company | CONTRACT ADMIN | $4,023 | $5,000 | 2023 |