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ORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN
Plan identification number 001

ORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C.
Employer identification number (EIN):541560238
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY CARLSON2024-10-10
0012022-01-01JEFFREY CARLSON2023-10-05
0012021-01-01JEFFREY CARLSON2022-10-11
0012020-01-01JEFFREY CARLSON2021-10-07
0012019-01-01JEFFREY CARLSON2020-10-13
0012018-01-01JEFFREY CARLSON2019-09-27
0012017-01-01JEFFREY CARLSON2018-10-02
0012016-01-01JEFFREY CARLSON2017-10-10
0012015-01-01JEFFREY CARLSON2016-10-14
0012014-01-01JEFFREY CARLSON2015-10-12
0012013-01-01JEFFREY CARLSON2014-10-14
0012012-01-01JEFFREY CARLSON2013-10-08
0012011-01-01JEFFREY CARLSON2012-10-09
0012010-01-01JEFFREY CARLSON2011-10-13

Financial Data on ORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN

Measure Date Value
2024 : ORTHOPAEDIC AND SPINE CENTER 401K PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-10450094
Net assets as of the end of the plan year2024-10-1022056894
Total assets as of the beginning of the plan year2024-10-1018175017
Value of plan covered by a fidelity bond2024-10-10500000
Participant contributions to plan in this plan year2024-10-10608082
Value of participant loans at end of plan year2024-10-10200314
Other income to plan in this plan year2024-10-103723889
Plan net income in this plan year2024-10-103881877
Net assets as of the end of the plan year2024-10-1022056894
Net assets as of the beginning of the plan year2024-10-1018175017
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-1048862

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