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CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameCENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 002

CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

CENTER FOR ORTHOPEDIC SURGERY has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ORTHOPEDIC SURGERY
Employer identification number (EIN):383423447
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHRISTOPHER ROBERT NICHOLAS2024-10-11 CHRISTOPHER ROBERT NICHOLAS2024-10-11
0022022-01-01CHRISTOPHER ROBERT NICHOLAS2023-10-11 CHRISTOPHER ROBERT NICHOLAS2023-10-11
0022021-01-01CHRISTOPHER R NICHOLAS2022-09-15
0022020-01-01CHRISTOPHER NICHOLAS2021-10-05
0022019-01-01CHRISTOPHER NICHOLAS2020-06-25
0022018-01-01KEVIN P. HANLON2019-10-02
0022017-01-01KEVIN P. HANLON2018-09-19
0022016-01-01KEVIN P. HANLON2017-09-28
0022015-01-01KEVIN P. HANLON2016-10-14
0022014-01-01SHERI ANKLEY
0022013-01-01JAMES KEHOE2014-03-24
0022012-01-01LINDA FINNEGAN
0022011-01-01CENTER FOR ORTHOPEDIC SURGERY2012-07-26
0022010-01-01CENTER FOR ORTHOPEDIC SURGERY2011-07-05

Financial Data on CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-08-220
Total expenses incurred by plan in this plan year2025-08-221911
Net assets as of the end of the plan year2025-08-224623244
Total assets as of the beginning of the plan year2025-08-223939590
Value of plan covered by a fidelity bond2025-08-22400000
Participant contributions to plan in this plan year2025-08-2266641
Value of participant loans at end of plan year2025-08-2235364
Other income to plan in this plan year2025-08-22606673
Plan net income in this plan year2025-08-22683654
Net assets as of the end of the plan year2025-08-224623244
Net assets as of the beginning of the plan year2025-08-223939590
Employer contributions to plan in this plan year2025-08-2212251
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-22225
2024 : CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-115842
Net assets as of the end of the plan year2024-10-113939590
Total assets as of the beginning of the plan year2024-10-113296232
Value of plan covered by a fidelity bond2024-10-11400000
Participant contributions to plan in this plan year2024-10-1159874
Value of participant loans at end of plan year2024-10-1124271
Other income to plan in this plan year2024-10-11580242
Plan net income in this plan year2024-10-11643358
Net assets as of the end of the plan year2024-10-113939590
Net assets as of the beginning of the plan year2024-10-113296232
Employer contributions to plan in this plan year2024-10-119084
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11245
2014 : CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$669,119
Expenses. Total of all expenses incurred2014-12-31$10,607
Benefits paid (including direct rollovers)2014-12-31$10,257
Total plan assets at end of year2014-12-31$2,150,826
Total plan assets at beginning of year2014-12-31$1,492,314
Value of fidelity bond covering the plan2014-12-31$164,562
Total contributions received or receivable from participants2014-12-31$48,510
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$465,208
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$658,512
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,150,826
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,492,314
Assets. Value of participant loans2014-12-31$15,360
Total contributions received or receivable from employer(s)2014-12-31$155,401
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$350
2012 : CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources2012-12-31$101,768
Expenses. Total of all expenses incurred2012-12-31$0
Total plan assets at end of year2012-12-31$1,645,623
Total plan assets at beginning of year2012-12-31$1,310,456
Total contributions received or receivable from participants2012-12-31$2,481
Net income (gross income less expenses)2012-12-31$101,768
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,645,623
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,310,456
Assets. Value of participant loans2012-12-31$18,624
Total contributions received or receivable from employer(s)2012-12-31$99,287

Form 5500 Responses for CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST

2014: CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2012: CENTER FOR ORTHOPEDIC SURGERY 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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