How big is Ortho TEC Surgery Center's plan?

Ortho TEC Surgery Center's plan reported $2.6M in assets and 7 participants for 2023.

Original filing (PDF)20240604110250NAL0033434896001

Ortho TEC Surgery Center

Name: Ortho TEC Surgery Center — Ortho TEC Surgery Center, Form 5500 (2023)
Creator: Ortho TEC Surgery Center
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ortho TEC Surgery Center 401(k) Profit Sharing Plan

401(k) retirement plan · Ortho TEC Surgery Center's Ortho TEC Surgery Center 401(k) Profit Sharing Plan held $2.6M in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Ellen CARR signed Ortho TEC Surgery Center's 2023 Form 5500 as plan administrator.

Ellen CARR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ortho TEC Surgery Center's EIN is 36-4407013.

EIN 36-4407013

Plan number 001

Plan year 2023

ACK ID 20240604110250NAL0033434896001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Ortho TEC Surgery Center from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Ortho TEC Surgery Center's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ORTHO TEC SURGERY CENTER.

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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

Vendor & structure

100

Knocking points off