Bone & Joint Clinic Of B.r., Inc. 401(k) Plan: Login, Facts & Contact Information

Bone & Joint Clinic Of B.r., Inc. 401(k) Plan Facts

Plan name
BONE & JOINT CLINIC PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
BONE & JOINT CLINIC OF B.R., INC.
Participants
293 (209 active employees)
Former employees with a balance
125
Plan assets
$18,947,222 at Dec 31, 2023
Average account balance
$69,150 across 274 accounts
Employer contributions
$573,368 in plan year 2023 (50% of all contributions)
Recordkeeper
Captial Group
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jan 1, 1967
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Dec 18, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $1.16 million went into the plan in contributions, $573,368 of it from the employer (50%).
  • $45,820 was paid out to participants.
  • Investment and other income added $2.93 million.
  • Administrative expenses were $65,997, about $241 per account.

How the Bone & Joint Clinic Of B.r., Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018182$10.0 million$396,886$2.64 million
2019185$12.5 million$432,918$581,262
2020205$15.6 million$391,839$57,680
2021250$18.0 million$452,957$880,821
2022265$15.0 million$498,170$620,661
2023293$18.9 million$573,368$45,820

Bone & Joint Clinic Of B.r., Inc. 401(k) Contact Information

Phone
225-766-0050
Mailing address
P. O. BOX 98035, BATON ROUGE LA 708989035
Plan sponsor
BONE & JOINT CLINIC OF B.R., INC.
Employer identification number (EIN)
72-1111762
Plan number
001

Questions about the Bone & Joint Clinic Of B.r., Inc. 401(k)

Does Bone & Joint Clinic Of B.r., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $573,368, 50% of all contributions.

Does the Bone & Joint Clinic Of B.r., Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Bone & Joint Clinic Of B.r., Inc 401(k) plan?

293 participants at the start of plan year 2023, 209 of them active employees, and 125 former employees who still had money in the plan.

What is the average 401(k) balance at Bone & Joint Clinic Of B.r., Inc?

About $69,150 per account: $18.9 million in plan assets across 274 accounts with a balance at the end of plan year 2023.

Who manages the Bone & Joint Clinic Of B.r., Inc 401(k) accounts?

CAPTIAL GROUP is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Bone & Joint Clinic Of B.r., Inc. How do I access my 401(k)?

Your account stays with CAPTIAL GROUP after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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