Original filing (PDF)20231127123705NAL0006543553001

L&W ORTHOPAEDIC ASSOCIATES

Name: L&W ORTHOPAEDIC ASSOCIATES — L&W ORTHOPAEDIC ASSOCIATES RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: L&W ORTHOPAEDIC ASSOCIATES

Form 5500-SF

FILING_RECEIVED

L&W ORTHOPAEDIC ASSOCIATES RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 0.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$232

Net assets (EOY)

$232

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.4 months past the 10.5-month grace window.

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 L&W ORTHOPAEDIC ASSOCIATES.

Plan sponsor

Name

L&W ORTHOPAEDIC ASSOCIATES

EIN

75-2873361all filings

Address

2821 E. PRESIDENT GEORGE BUSH · TURNPIKE, SUITE 201 · RICHARDSON, TX · 75082

Phone

(972) 498-4791

Industry

Offices of Physicians· 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

2023-11-27

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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