Torrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing Plan — Form 5500 plan (Torrance Orthopedic & Sports Medicine Group)
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, Torrance Orthopedic & Sports Medicine Group 401 (K) Profit Sharing Plan is a benefit plan reported by Torrance Orthopedic & Sports Medicine Group under EIN 95-3791747 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $11,358,731 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Torrance Orthopedic & Sports Medicine Group
- EIN
- 95-3791747
- Plan number
- 001
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 162
- End-of-year plan assets
- $11,358,731
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 162 | H, C | 20241015153922NAL0016779619004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,358,731
- Net assets (EOY)
- $11,358,731
- Net assets (BOY)
- $9,318,607
Income & contributions
- Employer contributions
- $162,243
- Participant contributions
- $289,844
- Total contributions
- $525,439
- Total income / additions
- $2,459,373
Expenses & distributions
- Benefits paid
- $350,798
- Administrative expenses
- $67,176
- Total expenses
- $419,249
- Net increase / (decrease)
- $2,040,124
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc. | BROKERAGE | $39,850 | not reported in the loaded dataset | 2023 |
| Merrill Lynch | BROKERAGE | $12,300 | not reported in the loaded dataset | 2023 |
| First Republic Securities Company | BROKERAGE | $7,500 | not reported in the loaded dataset | 2023 |
| Mutual Of Omaha | INVESTMENT COMPANY | $690 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Torrance Orthopedic & Sports Medicine Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Ubs Financial Services Inc. — Schedule C compensation
- Merrill Lynch — Schedule C compensation
- First Republic Securities Company — Schedule C compensation
- Mutual Of Omaha — Schedule C compensation