401k Plan data: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN plan

ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 401k Plan overview

Plan Name	ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN
Plan identification number	001

ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit) 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.

401k Sponsoring company profile

ORTHOPEDIC SPECIALISTS PA has sponsored the creation of one or more 401k plans.

Company Name: ORTHOPEDIC SPECIALISTS PA

Employer identification number (EIN): 410995926

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 SPECIALISTS PA RESTATED PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DR. MARK SIGMOND
001 2012-01-01 DR. MARK SIGMOND
001 2011-01-01 DR. MARK SIGMOND
001 2010-01-01 DR. MARK SIGMOND
001 2009-01-01 DR. MARK SIGMOND

Plan id#	Filing Submission Date	Name of Administrator
001	2013-01-01	DR. MARK SIGMOND
001	2012-01-01	DR. MARK SIGMOND
001	2011-01-01	DR. MARK SIGMOND
001	2010-01-01	DR. MARK SIGMOND
001	2009-01-01	DR. MARK SIGMOND

Plan Statistics for ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN

401k plan membership statisitcs for ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN

Measure Date Value
2013: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 4
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 4
Number of participants with account balances 2011-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 4
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2013: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	4
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	4
Number of participants with account balances	2011-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	4
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN

Measure	Date	Value
2013 : ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2013 401k financial data
Total income from all sources	2013-06-30	$109,799
Expenses. Total of all expenses incurred	2013-06-30	$2,355,185
Benefits paid (including direct rollovers)	2013-06-30	$2,355,185
Total plan assets at end of year	2013-06-30	$0
Total plan assets at beginning of year	2013-06-30	$2,245,386
Value of fidelity bond covering the plan	2013-06-30	$500,000
Other income received	2013-06-30	$109,799
Net income (gross income less expenses)	2013-06-30	$-2,245,386
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$2,245,386
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$0
Amount contributed by the employer to the plan for this plan year	2013-06-30	$0
2012 : ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$258,182
Total plan assets at end of year	2012-12-31	$2,245,386
Total plan assets at beginning of year	2012-12-31	$1,987,204
Value of fidelity bond covering the plan	2012-12-31	$500,000
Other income received	2012-12-31	$245,956
Net income (gross income less expenses)	2012-12-31	$258,182
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,245,386
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,987,204
Total contributions received or receivable from employer(s)	2012-12-31	$12,226
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$12,226
Amount contributed by the employer to the plan for this plan year	2012-12-31	$12,226
2011 : ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-11,218
Total plan assets at end of year	2011-12-31	$1,987,204
Total plan assets at beginning of year	2011-12-31	$1,998,422
Value of fidelity bond covering the plan	2011-12-31	$500,000
Other income received	2011-12-31	$-26,666
Net income (gross income less expenses)	2011-12-31	$-11,218
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,987,204
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,998,422
Total contributions received or receivable from employer(s)	2011-12-31	$15,448
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$15,448
Amount contributed by the employer to the plan for this plan year	2011-12-31	$15,448
2010 : ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$223,956
Expenses. Total of all expenses incurred	2010-12-31	$10,295
Benefits paid (including direct rollovers)	2010-12-31	$10,295
Total plan assets at end of year	2010-12-31	$1,998,422
Total plan assets at beginning of year	2010-12-31	$1,784,761
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$203,265
Net income (gross income less expenses)	2010-12-31	$213,661
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,998,422
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,784,761
Total contributions received or receivable from employer(s)	2010-12-31	$20,691
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$20,691
Amount contributed by the employer to the plan for this plan year	2010-12-31	$20,691
2009 : ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2009 401k financial data
Minimum employer required contribution for this plan year	2009-12-31	$22,045
Amount contributed by the employer to the plan for this plan year	2009-12-31	$22,045

Form 5500 Responses for ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN

2013: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ORTHOPEDIC SPECIALISTS PA RESTATED PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ORTHOPEDIC SPECIALISTS PA
Employer identification number (EIN):	410995926
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)