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ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 401k Plan overview

Plan NameORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN
Plan identification number 001

ORTHOPAEDIC ASSOCIATES, PA 401(K) 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
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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 PA has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC ASSOCIATES PA
Employer identification number (EIN):201710678
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012013-01-01MARK CLAWSON2014-10-13
0012012-01-01JEFFREY HESSING2013-10-12
0012011-01-01MARK CLAWSON2012-10-09
0012010-01-01MARILYN NELSON
0012009-01-01MARILYN NELSON

Plan Statistics for ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN

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

Measure Date Value
2025: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0122
Total number of particpants at end of year2025-10-0121
Number of Participants With Account Balances2025-10-0121
2024: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1422
Total number of particpants at end of year2024-10-1420
Number of Participants With Account Balances2024-10-1420
2022: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-2821
Total number of particpants at end of year2022-09-2818
Number of Participants With Account Balances2022-09-2818
2010: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0133
Total number of active participants reported on line 7a of the Form 55002010-01-0131
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0138
2009: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0133
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0132
Total participants2009-01-0132
Number of participants with account balances2009-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN

Measure Date Value
2025 : ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-010
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-01111896
Net assets as of the end of the plan year2025-10-011535796
Total assets as of the beginning of the plan year2025-10-011217152
Value of plan covered by a fidelity bond2025-10-01300000
Participant contributions to plan in this plan year2025-10-0185746
Value of participant loans at end of plan year2025-10-0111987
Other contributions to plan in this plan year2025-10-012449
Other income to plan in this plan year2025-10-01154008
Plan net income in this plan year2025-10-01318644
Net assets as of the end of the plan year2025-10-011535796
Net assets as of the beginning of the plan year2025-10-011217152
Employer contributions to plan in this plan year2025-10-01188337
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0110909
2024 : ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-140
Total liabilities as of the beginning of the plan year2024-10-14173
Total expenses incurred by plan in this plan year2024-10-141960583
Net assets as of the end of the plan year2024-10-141217152
Total assets as of the beginning of the plan year2024-10-142527130
Value of plan covered by a fidelity bond2024-10-14300000
Participant contributions to plan in this plan year2024-10-14123152
Value of participant loans at end of plan year2024-10-1411987
Other expenses paid from plan in this plan year2024-10-146934
Other income to plan in this plan year2024-10-14326312
Plan net income in this plan year2024-10-14-1309805
Net assets as of the end of the plan year2024-10-141217152
Net assets as of the beginning of the plan year2024-10-142526957
Employer contributions to plan in this plan year2024-10-14201314
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1421648
2022 : ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-09-282978
Total liabilities as of the beginning of the plan year2022-09-28872
Total expenses incurred by plan in this plan year2022-09-28802667
Net assets as of the end of the plan year2022-09-282809749
Total assets as of the beginning of the plan year2022-09-282839343
Value of plan covered by a fidelity bond2022-09-28300000
Participant contributions to plan in this plan year2022-09-2897931
Value of participant loans at end of plan year2022-09-2814707
Other income to plan in this plan year2022-09-28502066
Plan net income in this plan year2022-09-28-31700
Net assets as of the end of the plan year2022-09-282806771
Net assets as of the beginning of the plan year2022-09-282838471
Employer contributions to plan in this plan year2022-09-28170970
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2819889
2010 : ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,305,462
Expenses. Total of all expenses incurred2010-12-31$2,110,943
Benefits paid (including direct rollovers)2010-12-31$2,011,676
Total plan assets at end of year2010-12-31$8,591,897
Total plan assets at beginning of year2010-12-31$9,397,378
Total contributions received or receivable from participants2010-12-31$40,645
Contributions received from other sources (not participants or employers)2010-12-31$6,397
Other income received2010-12-31$818,090
Net income (gross income less expenses)2010-12-31$-805,481
Net plan assets at end of year (total assets less liabilities)2010-12-31$8,591,897
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$9,397,378
Assets. Value of participant loans2010-12-31$216,841
Total contributions received or receivable from employer(s)2010-12-31$440,330
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$99,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

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

2010: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ORTHOPAEDIC ASSOCIATES, PA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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