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SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN 401k Plan overview

Plan NameSPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN
Plan identification number 002

SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. has sponsored the creation of one or more 401k plans.

Company Name:SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C.
Employer identification number (EIN):061486391
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DANIEL VELTRI2015-10-09
0022013-01-01DANIEL M. VELTRI2014-07-22 DANIEL M. VELTRI2014-07-22
0022012-01-01DANIEL VELTRI2013-07-16 DANIEL VELTRI2013-07-16

Financial Data on SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN

Measure Date Value
2025 : SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-137578
Net assets as of the end of the plan year2025-10-132911782
Total assets as of the beginning of the plan year2025-10-132425167
Value of plan covered by a fidelity bond2025-10-13500000
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-13271934
Plan net income in this plan year2025-10-13486615
Net assets as of the end of the plan year2025-10-132911782
Net assets as of the beginning of the plan year2025-10-132425167
Employer contributions to plan in this plan year2025-10-13222259
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-130
2024 : SPORTS MEDICINE & ORTHOPEDIC SURGERY, P.C. CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-090
Total liabilities as of the end of the plan year2024-10-090
Total liabilities as of the beginning of the plan year2024-10-090
Total expenses incurred by plan in this plan year2024-10-095328
Net assets as of the end of the plan year2024-10-092425167
Total assets as of the beginning of the plan year2024-10-092102155
Value of plan covered by a fidelity bond2024-10-09500000
Participant contributions to plan in this plan year2024-10-090
Other expenses paid from plan in this plan year2024-10-090
Other contributions to plan in this plan year2024-10-090
Other income to plan in this plan year2024-10-09124407
Plan net income in this plan year2024-10-09323012
Net assets as of the end of the plan year2024-10-092425167
Net assets as of the beginning of the plan year2024-10-092102155
Employer contributions to plan in this plan year2024-10-09203933
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-090

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