Plan5500

Golden State Orthopedics & Spine Profit Sharing 401(K) Plan — Form 5500 plan (Golden State Orthopedics & Spine)

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, Golden State Orthopedics & Spine Profit Sharing 401(K) Plan is a benefit plan reported by Golden State Orthopedics & Spine under EIN 94-3375456 and plan number 002. The latest loaded filing year is 2023. The filing reports 638 participants and $95,992,097 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$96MPlan net assets, end of year$95,980,637
Participants638Covered participants reported
Assets / participant$150.5KComputed: assets ÷ participants$150,458 (computed)
Provider compensation$440K6 Schedule C provider row(s)$439,971
Plan sponsor
Golden State Orthopedics & Spine
EIN
94-3375456
Plan number
002
Plan type
2
Location
Walnut Creek, CA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    638 participants · 2Sch HSch C
    View filing →
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)$96M total assets
Net assets$96MLiabilities$11.5K
Money in vs. money out
Total income / additions$16.7M
Total expenses$9.4M
Benefits paid / distributions$8.9M
Contributions
Employer$2.8M
Participant$2.4M
Full reported line items

Net assets

Total assets (EOY)
$95,992,097
Total liabilities (EOY)
$11,460
Net assets (EOY)
$95,980,637
Net assets (BOY)
$79,520,078

Income & contributions

Employer contributions
$2,758,273
Participant contributions
$2,354,325
Total contributions
$5,211,068
Total income / additions
$16,666,840

Expenses & distributions

Benefits paid
$8,923,092
Administrative expenses
$463,348
Total expenses
$9,386,440
Net increase / (decrease)
$7,280,400
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.

Contribution share (employer vs. participant)
Employer 54%Participant 46%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income54%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Capital Performance Advisors$209.2K
    INVESTMENT ADVISOR · Direct $209.2K
  2. 2
    Pensionone Advisors$111.7K
    PLAN ADMINISTRATION · Direct $111.7K
  3. 3
    Pillar Wealth Mgmt LLC$38.2K
    INVESTMENT ADVISOR · Direct $38.2K
  4. 4
    The Vanguard Group, Inc.$32.5K
    DAILY VAL RECORD KEEPER · Direct $32.5K
  5. 5
    Rockefeller Global Family Office$30K
    INVESTMENT ADVISOR · Direct $30K
  6. 6
    Ledgewood Wealth Advisors$18.3K
    INVESTMENT ADVISOR · Direct $18.3K

Related Form 5500 pages