ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 401k Plan overview
| Plan Name | ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST |
| Plan identification number | 001 |
ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST Benefits
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits | - Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
- Profit-sharing
- Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
- Participant-directed brokerage accounts provided as an investment option under the plan.
- Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
|
401k Sponsoring company profile
ORTHOPAEDIC ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
| Company Name: | ORTHOPAEDIC ASSOCIATES, INC. |
| Employer identification number (EIN): | 042451743 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ORTHOPAEDIC ASSOCIATES, INC.
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1970-03-04 |
| Company Identification Number: | 394894 |
| Legal Registered Office Address: |
24723 DETROIT RD
-
WESTLAKE
United States of America (USA)
441450000
|
More information about ORTHOPAEDIC ASSOCIATES, INC.
Form 5500 Filing Information
Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|
| 001 | 2022-07-01 | | | | |
| 001 | 2021-07-01 | | | | |
| 001 | 2020-07-01 | | | | |
| 001 | 2019-07-01 | | | | |
| 001 | 2018-07-01 | | | | |
| 001 | 2017-07-01 | | | | |
| 001 | 2016-07-01 | | | | |
| 001 | 2016-07-01 | | | | |
| 001 | 2015-07-01 | | | | |
| 001 | 2014-07-01 | | | | |
| 001 | 2013-07-01 | | | | |
| 001 | 2012-07-01 | JOSEPH S BARR JR | 2014-01-16 | JOSEPH S BARR JR | 2014-01-16 |
| 001 | 2011-07-01 | JOSEPH S BARR JR | 2013-01-04 | JOSEPH S BARR JR | 2013-01-04 |
| 001 | 2010-07-01 | JOSEPH S BARR JR | 2011-11-14 | JOSEPH S BARR JR | 2011-11-14 |
Plan Statistics for ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025: ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-04-15 | 6 |
| Total number of particpants at end of year | 2025-04-15 | 7 |
| Number of Participants With Account Balances | 2025-04-15 | 7 |
Financial Data on ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST
| Measure | Date | Value |
|---|
| 2025 : ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-04-15 | 195300 |
| Net assets as of the end of the plan year | 2025-04-15 | 4029082 |
| Total assets as of the beginning of the plan year | 2025-04-15 | 4030159 |
| Value of plan covered by a fidelity bond | 2025-04-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-15 | 2600 |
| Value of participant loans at end of plan year | 2025-04-15 | 14073 |
| Other income to plan in this plan year | 2025-04-15 | 189260 |
| Plan net income in this plan year | 2025-04-15 | -1077 |
| Net assets as of the end of the plan year | 2025-04-15 | 4029082 |
| Net assets as of the beginning of the plan year | 2025-04-15 | 4030159 |
| Employer contributions to plan in this plan year | 2025-04-15 | 2363 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-15 | 360 |
Potentially related plans
- ORTHOPAEDIC ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN AND TRUST [EIN = 592921954]
- ORTHOPAEDIC ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN [EIN = 351159676]
- ORTHOPAEDIC ASSOCIATES, PA CASH OR DEFERRED PROFIT SHARING PLAN [EIN = 521488479]
- ORTHOPAEDIC ASSOCIATES, LLP EMPLOYEES DEFERRED SAVINGS AND PROFIT SHARING PLAN [EIN = 161068366]
- ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN [EIN = 050340770]
- ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN [EIN = 201710678]
- ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN [EIN = 221868802]
- ORTHOPAEDIC ASSOCIATES, LLP EMPLOYEES DEFINED BENEFIT PENSION PLA [EIN = 161068366]
- ORTHOPAEDIC ASSOCIATES, LLP 401K PLAN [EIN = 752937339]
- ORTHOPAEDIC ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 570510670]
- ORTHOPAEDIC ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN [EIN = 620812866]
- ORTHOPAEDIC ASSOCIATES, INC. MONEY PURCHASE PENSION PLAN [EIN = 351159676]
- ORTHOPAEDIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST [EIN = 341057660]
- ORTHOPAEDIC ASSOCIATES, P.A. FLEXIBLE BENEFITS PROGRAM [EIN = 521488479]
- ORTHOPAEDIC ASSOCIATES, INC. LIFE INSURANCE PLAN [EIN = 351159676]
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