Original filing (PDF)20230801175618NAL0037025506001

UPPER HAND ORTHOPAEDICS, PC

Name: UPPER HAND ORTHOPAEDICS, PC — UPPER HAND ORTHOPAEDICS, PC 401(K) PLAN, Form 5500 (2022)
Creator: UPPER HAND ORTHOPAEDICS, PC

Form 5500-SF

FILING_RECEIVED

UPPER HAND ORTHOPAEDICS, PC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UPPER HAND ORTHOPAEDICS, PC.

Plan sponsor

Name

UPPER HAND ORTHOPAEDICS, PC

EIN

45-5552693

Address

2797 NW 9TH ST · CORVALLIS, OR · 973303857

Phone

(541) 207-0910

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-08-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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