Scoi 401(K) Plan And Trust — Form 5500 plan (Southern Ca Orthopedic Inst)
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, Scoi 401(K) Plan And Trust is a benefit plan reported by Southern Ca Orthopedic Inst under EIN 95-3150156 and plan number 001. The latest loaded filing year is 2023. The filing reports 795 participants and $35,984,727 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Southern Ca Orthopedic Inst
- EIN
- 95-3150156
- Plan number
- 001
- Plan type
- 2
- Location
- Van Nuys, CA
- Latest filing year
- 2023
- Participants
- 795
- End-of-year plan assets
- $35,984,727
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 795 | H, C | 20241007064228NAL0008697011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,984,727
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,984,727
- Net assets (BOY)
- $32,028,033
Income & contributions
- Employer contributions
- $399,740
- Participant contributions
- $1,998,390
- Total contributions
- $2,427,483
- Total income / additions
- $8,538,563
Expenses & distributions
- Benefits paid
- $4,436,717
- Administrative expenses
- $103,993
- Total expenses
- $4,581,869
- Net increase / (decrease)
- $3,956,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $58,496 | $0 | 2023 |
| Morgan Stanley Smith Barney | INVESTMENT/FINANCIAL ADVI | $30,000 | $0 | 2023 |
| Withumsmithbrown, Pc | ACCOUNTANT | $15,496 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
| Td Ameritrade, Inc. | SECURITES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Southern Ca Orthopedic Inst
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Van Nuys, CA
- Adp, Inc. — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation
- Withumsmithbrown, Pc — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Td Ameritrade, Inc. — Schedule C compensation