· 2022–2024 · DOL EFAST2

CAPITAL ORTHOPAEDICS & SPORTS ME — CAPITAL ORTHOPAEDICS & SPORTS MEDICINE, PC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250806204603NAL0003166163001

CAPITAL ORTHOPAEDICS & SPORTS ME

Form 5500-SF

FILING_RECEIVED

CAPITAL ORTHOPAEDICS & SPORTS MEDICINE, PC 401(K) PLAN

401(k) retirement plan

Active participants

99

Accounts w/ balance

112

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

47

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL ORTHOPAEDICS & SPORTS ME.

Plan sponsor

Name

CAPITAL ORTHOPAEDICS & SPORTS ME

EIN

27-0586317

Address

12499 UNIVERSITY AVE · SUITE 210 · CLIVE, IA · 50325

Phone

(515) 245-5986

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

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$5.5M · 9 participants

INTERNAL MEDICINE ASSOCIATES PA

INTERNAL MEDICINE ASSOCIATES PA 401K PLAN

$5.5M · 5 participants

JEFFREY E. HAZLEWOOD, M.D., P.C.

JEFFREY E. HAZLEWOOD, M.D., P.C. 401(K) PROFIT SHARING PLAN

$5.5M · 10 participants

NICHOLAS DONKOR, M.D., P.A.

NICHOLAS DONKOR, M.D., P.A. RETIREMENT PLAN

$5.5M · 5 participants

DUPAGE INTERNAL MEDICINE, LLC