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ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN 401k Plan overview

Plan NameORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN
Plan identification number 501

ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ORTHOPEDIC ASSOCIATES OF DAYTON, INC. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC ASSOCIATES OF DAYTON, INC.
Employer identification number (EIN):310895186
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01MATT APPENZELLER2024-07-30

Plan Statistics for ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN

Measure Date Value
2025: ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-2916
Total number of particpants at end of year2025-07-2914
2024: ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-3015
Total number of particpants at end of year2024-07-3016

Financial Data on ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN

Measure Date Value
2025 : ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-07-292952
Total liabilities as of the beginning of the plan year2025-07-292177
Total expenses incurred by plan in this plan year2025-07-29190834
Net assets as of the end of the plan year2025-07-294569
Total assets as of the beginning of the plan year2025-07-293078
Value of plan covered by a fidelity bond2025-07-291000000
Participant contributions to plan in this plan year2025-07-290
Other expenses paid from plan in this plan year2025-07-290
Other contributions to plan in this plan year2025-07-290
Other income to plan in this plan year2025-07-291029
Plan net income in this plan year2025-07-29716
Net assets as of the end of the plan year2025-07-291617
Net assets as of the beginning of the plan year2025-07-29901
Employer contributions to plan in this plan year2025-07-29190521
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-2910436
2024 : ORTHOPEDIC ASSOCIATES OF DAYTON SOCA BENEFIT PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-302177
Total liabilities as of the beginning of the plan year2024-07-300
Total expenses incurred by plan in this plan year2024-07-30190728
Net assets as of the end of the plan year2024-07-303078
Total assets as of the beginning of the plan year2024-07-300
Value of plan covered by a fidelity bond2024-07-301000000
Participant contributions to plan in this plan year2024-07-300
Other expenses paid from plan in this plan year2024-07-300
Other contributions to plan in this plan year2024-07-300
Other income to plan in this plan year2024-07-301013
Plan net income in this plan year2024-07-30901
Net assets as of the end of the plan year2024-07-30901
Net assets as of the beginning of the plan year2024-07-300
Employer contributions to plan in this plan year2024-07-30190616
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-3013112

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