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SPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING 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.
  • 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.
  • 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

SPINE & ORTHOPEDIC SPECIALISTS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SPINE & ORTHOPEDIC SPECIALISTS, PLLC
Employer identification number (EIN):260441557
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012012-01-01SHIDEH SHAHIDEH DOERR2013-10-10
0012011-01-01SHIDEH SHAHIDEH DOERR2012-07-03

Financial Data on SPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2010 : SPINE & ORTHOPEDIC SPECIALISTS, P.L.L.C. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$156,909
Expenses. Total of all expenses incurred2010-12-31$802
Total plan assets at end of year2010-12-31$227,963
Total plan assets at beginning of year2010-12-31$71,856
Total contributions received or receivable from participants2010-12-31$35,723
Contributions received from other sources (not participants or employers)2010-12-31$65,251
Other income received2010-12-31$16,835
Net income (gross income less expenses)2010-12-31$156,107
Net plan assets at end of year (total assets less liabilities)2010-12-31$227,963
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$71,856
Total contributions received or receivable from employer(s)2010-12-31$39,100
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$802

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number91828
Policy instance 1
Insurance contract or identification number91828
Number of Individuals Covered4
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $133
Total amount of fees paid to insurance companyUSD $401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $133
Insurance broker organization code?4
Amount paid for insurance broker fees215
Additional information about fees paid to insurance brokerTPA FORUM COMPENSATION
Insurance broker nameBOYCE & ASSOCIATES, INC.

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