Department of Labor filing

PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD.

PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES LTD. 401K PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 9, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

83filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$15,741

Reported employer contributions per active participant.

Higher than about 96% of comparable plans

#People in the filing

264

Active participants reported for 2024.

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

¢Visible plan-paid fees

$125 / participant

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

Lower cost than about 54% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.0%, 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 · 202483out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions96th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense54th 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 Dec 31, 2024, PREMIER ORTHOPAEDIC AND SPORTS MEDICINE ASSOCIATES, LTD. reported $4,155,523 in employer contributions across the plan and 264 active participants. That works out to $15,741 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 proxy36%

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 201.3%

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

Expense trendUp 42.3%

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

Peer context83/100

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: $4,155,523
Participant contributions: $2,544,919
Other contributions: $1,304,095
Employer share of reported contributions: 62.0%
Beginning assets: $93,159,038
Ending assets: $105,249,531
Ending net assets: $105,249,531
Ending liabilities: $0
Total income: $19,679,712
Total expenses: $7,589,219
Administrative expenses: $89,090
Participant loans: $270,535

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

$5,225

2023

$12,634

2024

$15,741

Plan-paid administrative expenses per participant

2022

$88

2023

$61

2024

$125

Active participants

2022

583

2023

207

2024

264

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$15,741	264	105.2M	20251009180149NAL0003804579001
2023	$12,634	207	93.2M	20241014101209NAL0014749955001
2022	$5,225	583	82.7M	20240110080939NAL0009864977001

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: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 232866529-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2001
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
2A2E2F2G2J2T3D

Current plan terms

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Filing ACK_ID20251009180149NAL0003804579001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗