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BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN 401k Plan overview

Plan NameBAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN
Plan identification number 001

BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN Benefits

401k Plan TypeDefined 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
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

BAY RIDGE ORTHOPEDIC ASSOCIATES, P.C has sponsored the creation of one or more 401k plans.

Company Name:BAY RIDGE ORTHOPEDIC ASSOCIATES, P.C
Employer identification number (EIN):112222191
NAIC Classification:621391
NAIC Description:Offices of Podiatrists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01HOWARD BAUM2024-06-26
0012021-10-01HOWARD BAUM2023-06-30
0012020-10-01HOWARD BAUM2022-07-12
0012019-10-01HOWARD BAUM2021-07-15
0012018-10-01HOWARD BAUM2020-07-13
0012017-10-01HOWARD BAUM2019-07-12
0012016-10-01HOWARD BAUM2018-07-10
0012015-10-01HOWARD BAUM2017-06-13
0012014-10-01HOWARD BAUM2016-06-18
0012013-10-01HOWARD BAUM2015-06-30
0012012-10-01HOWARD BAUM2014-07-14
0012011-10-01HOWARD BAUM2013-07-10
0012010-10-01HOWARD BAUM2012-04-23
0012008-10-01

Financial Data on BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN

Measure Date Value
2025 : BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-140
Total liabilities as of the beginning of the plan year2025-07-140
Total expenses incurred by plan in this plan year2025-07-145922
Net assets as of the end of the plan year2025-07-141044149
Total assets as of the beginning of the plan year2025-07-14738859
Value of plan covered by a fidelity bond2025-07-14350000
Participant contributions to plan in this plan year2025-07-1462031
Other income to plan in this plan year2025-07-14159893
Plan net income in this plan year2025-07-14305290
Net assets as of the end of the plan year2025-07-141044149
Net assets as of the beginning of the plan year2025-07-14738859
Employer contributions to plan in this plan year2025-07-1489288
Fees paid to broker by Benefit Provider2025-07-141659
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-145434
2023 : BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN 2023 401k financial data
Total expenses incurred by plan in this plan year2023-06-309509
Net assets as of the end of the plan year2023-06-30605621
Total assets as of the beginning of the plan year2023-06-30557831
Value of plan covered by a fidelity bond2023-06-30150000
Other income to plan in this plan year2023-06-30-92727
Plan net income in this plan year2023-06-3047790
Net assets as of the end of the plan year2023-06-30605621
Net assets as of the beginning of the plan year2023-06-30557831
Employer contributions to plan in this plan year2023-06-30150026
Fees paid to broker by Benefit Provider2023-06-303384
Expensese paid to adminstrative service provicers from plan in this plan year2023-06-305362

Form 5500 Responses for BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN

2008: BAY RIDGE ORTHOPEDIC ASSOCIATES, P.A 401K PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Potentially related plans

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