401k Plan data: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN plan

ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 401k Plan overview

Plan Name	ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN
Plan identification number	002

ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 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
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

ATLANTIC ORTHOPAEDIC ASSOCIATES LLC has sponsored the creation of one or more 401k plans.

Company Name: ATLANTIC ORTHOPAEDIC ASSOCIATES LLC

Employer identification number (EIN): 200421776

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 RICHARD SCHENK 2023-10-05
002 2021-01-01 RICHARD SCHENK 2022-02-15
002 2020-01-01 RICHARD SCHENK 2021-03-24
002 2019-01-01 RICHARD SCHENK 2020-02-10
002 2018-01-01 RICHARD SCHENK 2019-03-20
002 2017-01-01 RICHARD SCHENK 2018-04-04
002 2016-01-01 RICHARD SCHENK 2017-01-30
002 2015-01-01 RICHARD SCHENK 2016-02-17
002 2014-01-01 RICHARD SCHENK
002 2013-01-01 RICHARD SCHENK
002 2012-01-01 RICHARD SCHENK
002 2011-01-01 RICHARD S. SCHENK
002 2009-01-01 RICHARD S. SCHENK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	RICHARD SCHENK	2023-10-05
002	2021-01-01	RICHARD SCHENK	2022-02-15
002	2020-01-01	RICHARD SCHENK	2021-03-24
002	2019-01-01	RICHARD SCHENK	2020-02-10
002	2018-01-01	RICHARD SCHENK	2019-03-20
002	2017-01-01	RICHARD SCHENK	2018-04-04
002	2016-01-01	RICHARD SCHENK	2017-01-30
002	2015-01-01	RICHARD SCHENK	2016-02-17
002	2014-01-01	RICHARD SCHENK
002	2013-01-01	RICHARD SCHENK
002	2012-01-01	RICHARD SCHENK
002	2011-01-01	RICHARD S. SCHENK
002	2009-01-01	RICHARD S. SCHENK

Plan Statistics for ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN

401k plan membership statisitcs for ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN

Measure Date Value
2014: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 10
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 11
Number of participants with account balances 2014-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 7
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 11
Number of participants with account balances 2013-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 11
Number of participants with account balances 2012-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 10
Number of participants with account balances 2011-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 10
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 11
Number of participants with account balances 2009-01-01 11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	10
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	11
Number of participants with account balances	2014-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	7
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	11
Number of participants with account balances	2013-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	11
Number of participants with account balances	2012-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	10
Number of participants with account balances	2011-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	10
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	11
Number of participants with account balances	2009-01-01	11
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN

Measure	Date	Value
2014 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$5,938
Total plan liabilities at beginning of year	2014-12-31	$5,938
Total income from all sources	2014-12-31	$257,039
Expenses. Total of all expenses incurred	2014-12-31	$1,000
Benefits paid (including direct rollovers)	2014-12-31	$1,000
Total plan assets at end of year	2014-12-31	$2,110,102
Total plan assets at beginning of year	2014-12-31	$1,854,063
Value of fidelity bond covering the plan	2014-12-31	$265,000
Total contributions received or receivable from participants	2014-12-31	$65,643
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$130,415
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$256,039
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,104,164
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,848,125
Total contributions received or receivable from employer(s)	2014-12-31	$60,981
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$5,938
Total plan liabilities at beginning of year	2013-12-31	$803
Total income from all sources	2013-12-31	$397,115
Expenses. Total of all expenses incurred	2013-12-31	$82,444
Benefits paid (including direct rollovers)	2013-12-31	$82,444
Total plan assets at end of year	2013-12-31	$1,854,063
Total plan assets at beginning of year	2013-12-31	$1,534,257
Value of fidelity bond covering the plan	2013-12-31	$265,000
Total contributions received or receivable from participants	2013-12-31	$65,696
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$217,632
Net income (gross income less expenses)	2013-12-31	$314,671
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,848,125
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,533,454
Total contributions received or receivable from employer(s)	2013-12-31	$113,787
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$803
Total plan liabilities at beginning of year	2012-12-31	$108,046
Total income from all sources	2012-12-31	$323,868
Expenses. Total of all expenses incurred	2012-12-31	$8,409
Benefits paid (including direct rollovers)	2012-12-31	$8,409
Total plan assets at end of year	2012-12-31	$1,534,257
Total plan assets at beginning of year	2012-12-31	$1,326,041
Value of fidelity bond covering the plan	2012-12-31	$265,000
Total contributions received or receivable from participants	2012-12-31	$64,918
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$144,888
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$315,459
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,533,454
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,217,995
Total contributions received or receivable from employer(s)	2012-12-31	$114,062
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$108,046
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$146,604
Expenses. Total of all expenses incurred	2011-12-31	$42,500
Benefits paid (including direct rollovers)	2011-12-31	$42,500
Total plan assets at end of year	2011-12-31	$1,326,041
Total plan assets at beginning of year	2011-12-31	$1,113,891
Value of fidelity bond covering the plan	2011-12-31	$265,000
Total contributions received or receivable from participants	2011-12-31	$65,396
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-39,546
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$104,104
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,217,995
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,113,891
Total contributions received or receivable from employer(s)	2011-12-31	$120,754
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$270,209
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$1,113,891
Total plan assets at beginning of year	2010-12-31	$843,682
Value of fidelity bond covering the plan	2010-12-31	$265,000
Total contributions received or receivable from participants	2010-12-31	$62,426
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$91,743
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$270,209
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,113,891
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$843,682
Total contributions received or receivable from employer(s)	2010-12-31	$116,040
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
2009 : ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN

2014: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: ATLANTIC ORTHOPAEDIC ASSOCIATES, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ATLANTIC ORTHOPAEDIC ASSOCIATES LLC
Employer identification number (EIN):	200421776
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)