Department of Labor filing

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.

AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Apr 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

66filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$11,960

Reported employer contributions per active participant.

Higher than about 94% of comparable plans

#People in the filing

113

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$795 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 24.5%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202466out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense2nd percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jun 30, 2025, AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C. reported $1,351,475 in employer contributions across the plan and 113 active participants. That works out to $11,960 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy78%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 26.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 75.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context66/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $1,351,475
Participant contributions: $246,954
Other contributions: $11,164
Employer share of reported contributions: 84.6%
Beginning assets: $13,283,416
Ending assets: $16,539,560
Ending net assets: $16,539,560
Ending liabilities: $0
Total income: $3,790,761
Total expenses: $534,617
Administrative expenses: $116,814
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$9,421

2023

$10,782

2024

$11,960

Plan-paid administrative expenses per participant

2022

$454

2023

$610

2024

$795

Active participants

2022

100

2023

110

2024

113

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$11,960	113	16.5M	20260415080932NAL0020713664001
2023	$10,782	110	13.3M	20250404083734NAL0006712835001
2022	$9,421	100	10.2M	20250528104937NAL0004340675001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 581327528-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1978
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2R2T3D

Current plan terms

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Filing ACK_ID20260415080932NAL0020713664001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗