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SAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN 401k Plan overview

Plan NameSAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN
Plan identification number 001

SAN MARCOS ORTHOPEDICS, PLLC 401(K) 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.
  • 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.
  • 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

SAN MARCOS ORTHOPEDICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name:SAN MARCOS ORTHOPEDICS, PLLC
Employer identification number (EIN):462848796
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about SAN MARCOS ORTHOPEDICS, PLLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2013-05-17
Company Identification Number: 0801788698
Legal Registered Office Address: 1310 WONDER WORLD DR STE 115

SAN MARCOS
United States of America (USA)
78666

More information about SAN MARCOS ORTHOPEDICS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN MARCOS ORTHOPEDICS, PLLC 401(K) 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
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARK MCDONNELL2015-05-20
0012013-07-01MARK MCDONNELL2014-04-29

Financial Data on SAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN

Measure Date Value
2025 : SAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1856082
Net assets as of the end of the plan year2025-07-181732629
Total assets as of the beginning of the plan year2025-07-181650302
Value of plan covered by a fidelity bond2025-07-18100000
Participant contributions to plan in this plan year2025-07-1830070
Value of participant loans at end of plan year2025-07-1825921
Other income to plan in this plan year2025-07-1876100
Plan net income in this plan year2025-07-1882327
Net assets as of the end of the plan year2025-07-181732629
Net assets as of the beginning of the plan year2025-07-181650302
Employer contributions to plan in this plan year2025-07-1832239
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1816040
2024 : SAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-2235752
Net assets as of the end of the plan year2024-04-221650302
Total assets as of the beginning of the plan year2024-04-221498581
Value of plan covered by a fidelity bond2024-04-22100000
Participant contributions to plan in this plan year2024-04-225453
Value of participant loans at end of plan year2024-04-2241917
Other income to plan in this plan year2024-04-22174115
Plan net income in this plan year2024-04-22151721
Net assets as of the end of the plan year2024-04-221650302
Net assets as of the beginning of the plan year2024-04-221498581
Employer contributions to plan in this plan year2024-04-227905
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-2214708
2022 : SAN MARCOS ORTHOPEDICS, PLLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-03-0913872
Net assets as of the end of the plan year2022-03-091622059
Total assets as of the beginning of the plan year2022-03-091371114
Value of plan covered by a fidelity bond2022-03-09100000
Participant contributions to plan in this plan year2022-03-095411
Value of participant loans at end of plan year2022-03-0953629
Other income to plan in this plan year2022-03-09252232
Plan net income in this plan year2022-03-09250945
Net assets as of the end of the plan year2022-03-091622059
Net assets as of the beginning of the plan year2022-03-091371114
Employer contributions to plan in this plan year2022-03-097174
Expensese paid to adminstrative service provicers from plan in this plan year2022-03-0913872

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