401k Plan data: CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC. CASH BALANCE PLAN plan

CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC. CASH BALANCE PLAN 401k Plan overview

Plan Name	CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC. CASH BALANCE PLAN
Plan identification number	002

CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC. CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
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

CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC

Employer identification number (EIN): 562491950

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC. CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01
002 2016-01-01
002 2015-01-01 ROBERT EPPLEY MD 2016-09-15
002 2014-01-01 ROBERT EPPLEY MD 2015-10-05

Potentially related plans

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Company Name:	CALIFORNIA SPORTS AND ORTHOPAEDIC INSTITUTE, INC
Employer identification number (EIN):	562491950
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01
002	2016-01-01
002	2015-01-01	ROBERT EPPLEY MD	2016-09-15
002	2014-01-01	ROBERT EPPLEY MD	2015-10-05