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SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 401k Plan overview

Plan NameSAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN
Plan identification number 001

SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN ANTONIO ORTHOPAEDIC SPECIALISTS has sponsored the creation of one or more 401k plans.

Company Name:SAN ANTONIO ORTHOPAEDIC SPECIALISTS
Employer identification number (EIN):300028914
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BRANDON BROOME2024-06-07
0012022-01-01ADAM HARRIS2023-08-01
0012021-01-01ADAM HARRIS2022-10-13
0012021-01-01ADAM HARRIS2022-10-13
0012020-01-01ADAM HARRIS2021-10-13
0012019-01-01ADAM HARRIS2020-08-04
0012018-01-01
0012017-01-01
0012016-01-01ADAM HARRIS2017-10-04 ADAM HARRIS2017-10-04
0012015-01-01ADAM HARRIS2016-10-13 ADAM HARRIS2016-10-13
0012013-01-01ADAM HARRIS2014-09-19
0012012-01-01ADAM HARRIS2013-10-08
0012011-01-01ADAM HARRIS2012-07-08
0012010-01-01ADAM HARRIS2011-07-28

Plan Statistics for SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN

401k plan membership statisitcs for SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN

Measure Date Value
2025: SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-1734
Total number of particpants at end of year2025-07-1716
Number of Participants With Account Balances2025-07-1716
2024: SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0734
Total number of particpants at end of year2024-06-0738
Number of Participants With Account Balances2024-06-0737
2022: SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1335
Total number of particpants at end of year2022-10-1334
Number of Participants With Account Balances2022-10-1334

Financial Data on SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN

Measure Date Value
2025 : SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-170
Total liabilities as of the end of the plan year2025-07-170
Total liabilities as of the beginning of the plan year2025-07-170
Total expenses incurred by plan in this plan year2025-07-1760610
Net assets as of the end of the plan year2025-07-172146927
Total assets as of the beginning of the plan year2025-07-171891140
Value of plan covered by a fidelity bond2025-07-17230000
Participant contributions to plan in this plan year2025-07-1796780
Other expenses paid from plan in this plan year2025-07-170
Other contributions to plan in this plan year2025-07-170
Other income to plan in this plan year2025-07-17175693
Plan net income in this plan year2025-07-17255787
Net assets as of the end of the plan year2025-07-172146927
Net assets as of the beginning of the plan year2025-07-171891140
Employer contributions to plan in this plan year2025-07-1743924
Fees paid to broker by Benefit Provider2025-07-171237
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1713503
2024 : SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-075041
Net assets as of the end of the plan year2024-06-071891140
Total assets as of the beginning of the plan year2024-06-071557710
Value of plan covered by a fidelity bond2024-06-07230000
Participant contributions to plan in this plan year2024-06-0783110
Other income to plan in this plan year2024-06-07222740
Plan net income in this plan year2024-06-07333430
Net assets as of the end of the plan year2024-06-071891140
Net assets as of the beginning of the plan year2024-06-071557710
Employer contributions to plan in this plan year2024-06-0732621
Fees paid to broker by Benefit Provider2024-06-078952
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-075041
2022 : SAN ANTONIO ORTHOPAEDIC SPECIALISTS RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-130
Total liabilities as of the end of the plan year2022-10-130
Total liabilities as of the beginning of the plan year2022-10-130
Total expenses incurred by plan in this plan year2022-10-1353302
Net assets as of the end of the plan year2022-10-132345396
Total assets as of the beginning of the plan year2022-10-132009155
Value of plan covered by a fidelity bond2022-10-13200916
Participant contributions to plan in this plan year2022-10-1355240
Value of participant loans at end of plan year2022-10-130
Other expenses paid from plan in this plan year2022-10-130
Other contributions to plan in this plan year2022-10-130
Other income to plan in this plan year2022-10-13303153
Plan net income in this plan year2022-10-13336241
Net assets as of the end of the plan year2022-10-132345396
Net assets as of the beginning of the plan year2022-10-132009155
Employer contributions to plan in this plan year2022-10-1331150
Fees paid to broker by Benefit Provider2022-10-136584
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-13586

Potentially related plans

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