Orthopedic Specialists Of Sw Florida, P.a. 401(k) Plan: Login, Facts & Contact Information

Orthopedic Specialists Of Sw Florida, P.a. 401(k) Plan Facts

Plan name
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A. 401(K) PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A.
Participants
216 (129 active employees)
Former employees with a balance
105
Plan assets
$34,749,159 at Dec 31, 2024
Average account balance
$148,501 across 234 accounts
Employer contributions
$1,111,705 in plan year 2024 (58% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ 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 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.93 million went into the plan in contributions, $1.11 million of it from the employer (58%).
  • $1.82 million was paid out to participants.
  • Investment and other income added $4.63 million.
  • Administrative expenses were $190,454, about $814 per account.

How the Orthopedic Specialists Of Sw Florida, P.a. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019152$19.6 million$693,072$238,364
2020162$22.7 million$693,496$272,198
2021171$27.6 million$718,945$662,257
2022187$24.9 million$896,304$234,714
2023189$30.2 million$1.10 million$239,317
2024216$34.7 million$1.11 million$1.82 million

Orthopedic Specialists Of Sw Florida, P.a. 401(k) Contact Information

Phone
239-334-7000
Mailing address
14601 HOPE CENTER LOOP, FT MYERS FL 33912
Plan sponsor
ORTHOPEDIC SPECIALISTS OF SW FLORIDA, P.A.
Employer identification number (EIN)
65-1011457
Plan number
001

Questions about the Orthopedic Specialists Of Sw Florida, P.a. 401(k)

Does Orthopedic Specialists Of Sw Florida, P.a contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.11 million, 58% of all contributions.

Does the Orthopedic Specialists Of Sw Florida, P.a 401(k) have automatic enrollment?

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

How many people are in the Orthopedic Specialists Of Sw Florida, P.a 401(k) plan?

216 participants at the start of plan year 2024, 129 of them active employees, and 105 former employees who still had money in the plan.

What is the average 401(k) balance at Orthopedic Specialists Of Sw Florida, P.a?

About $148,501 per account: $34.7 million in plan assets across 234 accounts with a balance at the end of plan year 2024.

Who manages the Orthopedic Specialists Of Sw Florida, P.a 401(k) accounts?

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

I no longer work at Orthopedic Specialists Of Sw Florida, P.a. How do I access my 401(k)?

Your account stays with Nationwide 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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