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M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN 401k Plan overview

Plan NameM & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN
Plan identification number 002

M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • 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

MIKI & ALFONSO HAND & UPPER EXTREMITY CENTER, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:MIKI & ALFONSO HAND & UPPER EXTREMITY CENTER, L.L.C.
Employer identification number (EIN):371621640
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01ROBERTO MIKI, M.D.2018-10-15 ROBERTO MIKI, M.D.2018-10-15

Financial Data on M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN

Measure Date Value
2025 : M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-020
Total liabilities as of the end of the plan year2025-10-020
Total liabilities as of the beginning of the plan year2025-10-020
Total expenses incurred by plan in this plan year2025-10-029377
Net assets as of the end of the plan year2025-10-021713341
Total assets as of the beginning of the plan year2025-10-021459252
Value of plan covered by a fidelity bond2025-10-02150000
Participant contributions to plan in this plan year2025-10-020
Other expenses paid from plan in this plan year2025-10-025
Other contributions to plan in this plan year2025-10-020
Other income to plan in this plan year2025-10-02170578
Plan net income in this plan year2025-10-02254089
Net assets as of the end of the plan year2025-10-021713341
Net assets as of the beginning of the plan year2025-10-021459252
Employer contributions to plan in this plan year2025-10-0292888
Fees paid to broker by Benefit Provider2025-10-029372
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-029372
2024 : M & A HAND & UPPER EXTREMITY CENTER, LLC CASH BALANCE PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-290
Total liabilities as of the end of the plan year2024-09-290
Total liabilities as of the beginning of the plan year2024-09-290
Total expenses incurred by plan in this plan year2024-09-2912686
Net assets as of the end of the plan year2024-09-291459252
Total assets as of the beginning of the plan year2024-09-291221740
Value of plan covered by a fidelity bond2024-09-29130000
Participant contributions to plan in this plan year2024-09-290
Other expenses paid from plan in this plan year2024-09-290
Other contributions to plan in this plan year2024-09-290
Other income to plan in this plan year2024-09-29250198
Plan net income in this plan year2024-09-29237512
Net assets as of the end of the plan year2024-09-291459252
Net assets as of the beginning of the plan year2024-09-291221740
Employer contributions to plan in this plan year2024-09-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-290

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