Ventura Orthopedics Medical Group, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Ventura Orthopedics Medical Group, Inc.)
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, Ventura Orthopedics Medical Group, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Ventura Orthopedics Medical Group, Inc. under EIN 95-2597753 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $31,310,575 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura Orthopedics Medical Group, Inc.
- EIN
- 95-2597753
- Plan number
- 001
- Plan type
- 2
- Location
- Ventura, CA
- Latest filing year
- 2023
- Participants
- 310
- End-of-year plan assets
- $31,310,575
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 310 | H, C | 20250214161820NAL0013124227001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,310,575
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,310,575
- Net assets (BOY)
- $29,278,284
Income & contributions
- Employer contributions
- $766,857
- Participant contributions
- $653,318
- Total contributions
- $1,423,253
- Total income / additions
- $5,633,792
Expenses & distributions
- Benefits paid
- $3,459,141
- Administrative expenses
- $142,360
- Total expenses
- $3,601,501
- Net increase / (decrease)
- $2,032,291
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wespac Advisors, LLC | NONE | $47,648 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $33,095 | not reported in the loaded dataset | 2023 |
| Mariner LLC | NONE | $18,827 | not reported in the loaded dataset | 2023 |
| Merrill | NONE | $15,403 | not reported in the loaded dataset | 2023 |
| Wespac Plan Services, LLC | NONE | $12,834 | not reported in the loaded dataset | 2023 |
| Walthsource | NONE | $7,706 | not reported in the loaded dataset | 2023 |
| Charles Schwab Bank | NONE | $6,229 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventura Orthopedics Medical Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Ventura, CA
- Wespac Advisors, LLC — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Mariner LLC — Schedule C compensation
- Merrill — Schedule C compensation
- Wespac Plan Services, LLC — Schedule C compensation
- Walthsource — Schedule C compensation
- Charles Schwab Bank — Schedule C compensation