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LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 401k Plan overview

Plan NameLPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP
Plan identification number 001

LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

CONROY ORTHOPAEDIC & SPORTS PHYSICAL THERAPY has sponsored the creation of one or more 401k plans.

Company Name:CONROY ORTHOPAEDIC & SPORTS PHYSICAL THERAPY
Employer identification number (EIN):363425051
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MICHAEL MARTIN2024-07-24 MICHAEL MARTIN2024-07-24
0012022-01-01MICHAEL MARTIN2023-07-27 MICHAEL MARTIN2023-07-27
0012021-01-01DOUGLAS CONROY2022-07-25 DOUGLAS CONROY2022-07-25
0012020-01-01DOUGLAS CONROY2021-07-22 DOUGLAS CONROY2021-07-22
0012019-01-01DOUGLAS CONROY2020-09-03 DOUGLAS CONROY2020-09-03
0012018-01-01DOUGLAS CONROY2019-09-12 DOUGLAS CONROY2019-09-12
0012017-01-01DOUGLAS CONROY2018-07-19 DOUGLAS CONROY2018-07-19
0012016-01-01DOUGLAS CONROY2017-09-06 DOUGLAS CONROY2017-09-06
0012015-01-01DOUGLAS CONROY2016-07-07 DOUGLAS CONROY2016-07-07
0012014-01-01DOUGLAS CONROY2015-07-24
0012013-01-01DOUGLAS CONROY2014-09-29 DOUGLAS CONROY2014-09-29
0012012-01-01DOUGLAS CONROY2013-07-18
0012011-01-01DOUGLAS CONROY
0012009-01-01DOUGLAS CONROY
0012009-01-01DOUGLAS CONROY
0012009-01-01DOUGLAS CONROY

Plan Statistics for LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP

401k plan membership statisitcs for LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP

Measure Date Value
2025: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2025 401k membership
Total number of particpants at beginning of year2025-09-103
Total number of particpants at end of year2025-09-101
Number of Participants With Account Balances2025-09-101
2024: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2024 401k membership
Total number of particpants at beginning of year2024-07-243
Total number of particpants at end of year2024-07-243
Number of Participants With Account Balances2024-07-243
2022: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2022 401k membership
Total number of particpants at beginning of year2022-07-253
Total number of particpants at end of year2022-07-253
Number of Participants With Account Balances2022-07-253
2011: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-015
Number of participants with account balances2009-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP

Measure Date Value
2025 : LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2025 401k financial data
Total liabilities as of the end of the plan year2025-09-100
Total liabilities as of the beginning of the plan year2025-09-100
Total expenses incurred by plan in this plan year2025-09-104208025
Net assets as of the end of the plan year2025-09-1014900
Total assets as of the beginning of the plan year2025-09-103746250
Other income to plan in this plan year2025-09-10394175
Plan net income in this plan year2025-09-10-3731350
Net assets as of the end of the plan year2025-09-1014900
Net assets as of the beginning of the plan year2025-09-103746250
Employer contributions to plan in this plan year2025-09-1082500
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-102563
2024 : LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2024 401k financial data
Total liabilities as of the end of the plan year2024-07-240
Total liabilities as of the beginning of the plan year2024-07-240
Total expenses incurred by plan in this plan year2024-07-24175
Net assets as of the end of the plan year2024-07-243746250
Total assets as of the beginning of the plan year2024-07-243014015
Other income to plan in this plan year2024-07-24649910
Plan net income in this plan year2024-07-24732235
Net assets as of the end of the plan year2024-07-243746250
Net assets as of the beginning of the plan year2024-07-243014015
Employer contributions to plan in this plan year2024-07-2482500
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-24175
2022 : LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2022 401k financial data
Total liabilities as of the end of the plan year2022-07-250
Total liabilities as of the beginning of the plan year2022-07-250
Total expenses incurred by plan in this plan year2022-07-2524592
Net assets as of the end of the plan year2022-07-253599993
Total assets as of the beginning of the plan year2022-07-252975897
Other income to plan in this plan year2022-07-25615523
Plan net income in this plan year2022-07-25624096
Net assets as of the end of the plan year2022-07-253599993
Net assets as of the beginning of the plan year2022-07-252975897
Employer contributions to plan in this plan year2022-07-2533165
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-2519913
2011 : LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2011 401k financial data
Total income from all sources2011-12-31$37,122
Expenses. Total of all expenses incurred2011-12-31$13,947
Benefits paid (including direct rollovers)2011-12-31$7,120
Total plan assets at end of year2011-12-31$1,147,102
Total plan assets at beginning of year2011-12-31$1,123,927
Expenses. Other expenses not covered elsewhere2011-12-31$6,827
Net income (gross income less expenses)2011-12-31$23,175
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,147,102
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,123,927
Total contributions received or receivable from employer(s)2011-12-31$37,122
2010 : LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2010 401k financial data
Total income from all sources2010-12-31$184,305
Total plan assets at end of year2010-12-31$1,123,927
Total plan assets at beginning of year2010-12-31$939,622
Other income received2010-12-31$101,301
Net income (gross income less expenses)2010-12-31$184,305
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,123,927
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$939,622
Total contributions received or receivable from employer(s)2010-12-31$83,004

Form 5500 Responses for LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP

2011: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LPL FINANCIAL DOUGLAS CONROY PROFIT SHARING PLAN QRP 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement - TrustYes

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