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WILLIAM T. LONG RETIREMENT PLAN 401k Plan overview

Plan NameWILLIAM T. LONG RETIREMENT PLAN
Plan identification number 001

WILLIAM T. LONG RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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

ORTHOPAEDIC COMPUTER SURGERY INSTITUTE, INC. A CALIFORNIA PR has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC COMPUTER SURGERY INSTITUTE, INC. A CALIFORNIA PR
Employer identification number (EIN):461108779
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM T. LONG RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Financial Data on WILLIAM T. LONG RETIREMENT PLAN

Measure Date Value
2025 : WILLIAM T. LONG RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0912825
Net assets as of the end of the plan year2025-10-091391842
Total assets as of the beginning of the plan year2025-10-091296158
Other income to plan in this plan year2025-10-09108509
Plan net income in this plan year2025-10-0995684
Net assets as of the end of the plan year2025-10-091391842
Net assets as of the beginning of the plan year2025-10-091296158
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0912825
2024 : WILLIAM T. LONG RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-198747
Net assets as of the end of the plan year2024-09-191296158
Total assets as of the beginning of the plan year2024-09-19972730
Other income to plan in this plan year2024-09-19182175
Plan net income in this plan year2024-09-19323428
Net assets as of the end of the plan year2024-09-191296158
Net assets as of the beginning of the plan year2024-09-19972730
Employer contributions to plan in this plan year2024-09-19150000
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-198747
2022 : WILLIAM T. LONG RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-274701
Net assets as of the end of the plan year2022-09-27952005
Total assets as of the beginning of the plan year2022-09-27653262
Other income to plan in this plan year2022-09-27103444
Plan net income in this plan year2022-09-27298743
Net assets as of the end of the plan year2022-09-27952005
Net assets as of the beginning of the plan year2022-09-27653262
Employer contributions to plan in this plan year2022-09-27200000
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-274701

Potentially related plans

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