Original filing (PDF)20250509073218NAL0029960642001

SPECIALTY ORTHOPAEDICS, P.S.C.

Name: SPECIALTY ORTHOPAEDICS, P.S.C. — SPECIALTY ORTHOPAEDICS, P.S.C. CASH BALANCE PLAN, Form 5500 (2024)
Creator: SPECIALTY ORTHOPAEDICS, P.S.C.

Form 5500-SF

FILING_RECEIVED

SPECIALTY ORTHOPAEDICS, P.S.C. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 SPECIALTY ORTHOPAEDICS, P.S.C..

Plan sponsor

Name

SPECIALTY ORTHOPAEDICS, P.S.C.

EIN

61-1374547

Address

6400 DUTCHMANS PARKWAY · SUITE 215 · LOUISVILLE, KY · 40205

Phone

(502) 721-8288

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-09

Pension benefit codes

1C · Cash balance or similar hybrid DB

1B · Flat-dollar DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Physicians plans

NAPLES CONCIERGE CARDIOLOGY AND INTERNAL MEDICINE, LLC

NAPLES CONCIERGE CARDIOLOGY AND INTERNAL MEDICINE, LLC 401(K) PLAN

$1.1M · 3 participants

ENT BESSEMER LLC

ENT BESSEMER LLC RETIREMENT PLAN

$1.1M · 4 participants

BEST OF HEALTH, APC

BEST OF HEALTH, APC 401(K) PROFIT SHARING PLAN

$1.1M · 3 participants

KATHLEEN E. BRADLEY, M.D., INC.

KATHLEEN E. BRADLEY, M.D., INC. PROFIT SHARING PLAN

$1.1M · 2 participants

ALLIANCE MEDICAL GROUP, INC.

CENTER FOR HIP PRESERVATION AND CHILDREN'S ORTHOPAEDICS, INC. CASH BALANCE PLAN & TRUST