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CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 401k Plan overview

Plan NameCENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN
Plan identification number 001

CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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.

401k Sponsoring company profile

CENTRAL CAROLINA ORTHOPAEDIC, PLLC has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL CAROLINA ORTHOPAEDIC, PLLC
Employer identification number (EIN):383764984
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BECKY ANN HEMENWAY2024-06-06
0012022-01-01DEBBY HESTER2023-04-06
0012021-01-01DEBBY HESTER2022-04-27
0012020-01-01DEBBY HESTER2021-04-08
0012019-01-01DEBBY HESTER2020-03-18
0012018-01-01DEBBY HESTER2019-03-27
0012017-01-01DEBBY HESTER2018-06-19
0012016-01-01DEBBY HESTER2017-04-18
0012015-01-01ANDREW P BUSH2016-06-08
0012014-01-01ANDREW P BUSH2015-06-08
0012013-01-01ANDREW BUSH2014-07-24
0012012-01-01ANDREW BUSH2014-07-28
0012011-01-01ANDREW BUSH2012-09-19
0012010-01-01ANDREW BUSH2011-09-06 ANDREW BUSH2011-09-06

Plan Statistics for CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN

401k plan membership statisitcs for CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN

Measure Date Value
2025: CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1913
Total number of particpants at end of year2025-09-199
Number of Participants With Account Balances2025-09-197
2024: CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-06-0616
Total number of particpants at end of year2024-06-0612
Number of Participants With Account Balances2024-06-0611
2022: CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year2022-04-2713
Total number of particpants at end of year2022-04-2715
Number of Participants With Account Balances2022-04-2711

Financial Data on CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN

Measure Date Value
2025 : CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-19105261
Net assets as of the end of the plan year2025-09-191298324
Total assets as of the beginning of the plan year2025-09-191234520
Participant contributions to plan in this plan year2025-09-1923565
Other income to plan in this plan year2025-09-19145500
Plan net income in this plan year2025-09-1963804
Net assets as of the end of the plan year2025-09-191298324
Net assets as of the beginning of the plan year2025-09-191234520
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-199874
2024 : CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-0611376
Net assets as of the end of the plan year2024-06-061234520
Total assets as of the beginning of the plan year2024-06-061027596
Value of plan covered by a fidelity bond2024-06-06100000
Participant contributions to plan in this plan year2024-06-0641501
Other income to plan in this plan year2024-06-06176799
Plan net income in this plan year2024-06-06206924
Net assets as of the end of the plan year2024-06-061234520
Net assets as of the beginning of the plan year2024-06-061027596
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-068973
2022 : CENTRAL CAROLINA ORTHOPAEDIC ASSOCIATES, PLLC RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-04-278782
Net assets as of the end of the plan year2022-04-271178540
Total assets as of the beginning of the plan year2022-04-27997491
Value of plan covered by a fidelity bond2022-04-27100000
Participant contributions to plan in this plan year2022-04-2764318
Other income to plan in this plan year2022-04-27125513
Plan net income in this plan year2022-04-27181049
Net assets as of the end of the plan year2022-04-271178540
Net assets as of the beginning of the plan year2022-04-27997491
Expensese paid to adminstrative service provicers from plan in this plan year2022-04-278782

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