Orthopedic Associates Of Dutchess County, Pc 401(k) Plan (terminated 2023): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2023. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Orthopedic Associates Of Dutchess County, Pc 401(k) Plan Facts (plan year 2023)

Plan name
ORTHOPEDIC ASSOCIATES OF DUTCHESS COUNTY, PC 401K PROFIT SHARING PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORTHOPEDIC ASSOCIATES OF DUTCHESS COUNTY, PC
Participants
263
Former employees with a balance
0
Recordkeeper
Empower Life & Annuity Insurance
Plan year
Nov 1, 2023 – Jul 31, 2024
Plan established
Nov 8, 1971
✓ 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 (Nov 1, 2023 – Jul 31, 2024), filed Mar 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $12.7 million was paid out to participants.
  • Investment and other income added $1.39 million.

How the Orthopedic Associates Of Dutchess County, Pc 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018315$29.4 million$1.26 million$1.28 million
2019301$31.7 million$1.25 million$1.46 million
2020312$36.3 million$1.30 million$5.74 million
2021327$31.8 million$1.25 million$768,321
2022310$11.3 million$343,854$24.0 million
2023 (final)263$0$0$12.7 million

Orthopedic Associates Of Dutchess County, Pc 401(k) Contact Information

Phone
845-454-0120
Mailing address
1910 SOUTH ROAD, POUGHKEEPSIE NY 12601
Plan sponsor
ORTHOPEDIC ASSOCIATES OF DUTCHESS COUNTY, PC
Employer identification number (EIN)
14-1539760
Plan number
002

Questions about the Orthopedic Associates Of Dutchess County, Pc 401(k)

Is the Orthopedic Associates Of Dutchess County, Pc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2023.

Does Orthopedic Associates Of Dutchess County, Pc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement.

Does the Orthopedic Associates Of Dutchess County, Pc 401(k) have automatic enrollment?

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

How many people are in the Orthopedic Associates Of Dutchess County, Pc 401(k) plan?

263 participants at the start of plan year 2023.

Who manages the Orthopedic Associates Of Dutchess County, Pc 401(k) accounts?

Empower (listed on the filing as EMPOWER LIFE & ANNUITY INSURANCE) is the plan's recordkeeper, which is where participants log in to see their balance.

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