401k Plan data: NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN plan

NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN
Plan identification number	002

NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
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

NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA has sponsored the creation of one or more 401k plans.

Company Name: NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA

Employer identification number (EIN): 593068837

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PETER LOEB 2024-09-28 PETER LOEB 2024-09-28
002 2022-01-01 PETER EDWARD LOEB 2023-10-09 PETER EDWARD LOEB 2023-10-09
002 2021-01-01 PETER LOEB 2022-09-29 PETER LOEB 2022-09-29
002 2020-01-01 PETER LOEB, MD 2021-10-05 PETER LOEB, MD 2021-10-05
002 2019-01-01 PETER LOEB 2020-10-11 PETER LOEB 2020-10-11
002 2018-01-01 PETER LOEB 2019-10-02 PETER LOEB 2019-10-02
002 2017-01-01 PETER LOEB 2018-10-15 PETER LOEB 2018-10-15
002 2016-01-01 PETER LOEB 2017-10-05 PETER LOEB 2017-10-05
002 2015-01-01 CANITA GUNTER PETERSON 2017-06-20
002 2015-01-01 CANITA GUNTER PETERSON 2016-07-20
002 2014-01-01 CANITA GUNTER PETERSON 2015-10-13
002 2013-01-01 CANITA GUNTER PETERSON 2014-06-13
002 2012-01-01 CANITA GUNTER PETERSON 2013-09-10
002 2011-01-01 CANITA GUNTER PETERSON 2012-10-02
002 2010-01-01 CANITA GUNTER PETERSON 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	PETER LOEB	2024-09-28	PETER LOEB	2024-09-28
002	2022-01-01	PETER EDWARD LOEB	2023-10-09	PETER EDWARD LOEB	2023-10-09
002	2021-01-01	PETER LOEB	2022-09-29	PETER LOEB	2022-09-29
002	2020-01-01	PETER LOEB, MD	2021-10-05	PETER LOEB, MD	2021-10-05
002	2019-01-01	PETER LOEB	2020-10-11	PETER LOEB	2020-10-11
002	2018-01-01	PETER LOEB	2019-10-02	PETER LOEB	2019-10-02
002	2017-01-01	PETER LOEB	2018-10-15	PETER LOEB	2018-10-15
002	2016-01-01	PETER LOEB	2017-10-05	PETER LOEB	2017-10-05
002	2015-01-01	CANITA GUNTER PETERSON	2017-06-20
002	2015-01-01	CANITA GUNTER PETERSON	2016-07-20
002	2014-01-01	CANITA GUNTER PETERSON	2015-10-13
002	2013-01-01	CANITA GUNTER PETERSON	2014-06-13
002	2012-01-01	CANITA GUNTER PETERSON	2013-09-10
002	2011-01-01	CANITA GUNTER PETERSON	2012-10-02
002	2010-01-01	CANITA GUNTER PETERSON	2011-09-30

Financial Data on NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2025 : NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-24	76324
Net assets as of the end of the plan year	2025-09-24	3561726
Total assets as of the beginning of the plan year	2025-09-24	3061495
Value of plan covered by a fidelity bond	2025-09-24	500000
Participant contributions to plan in this plan year	2025-09-24	55172
Value of participant loans at end of plan year	2025-09-24	19339
Other income to plan in this plan year	2025-09-24	441450
Plan net income in this plan year	2025-09-24	500231
Net assets as of the end of the plan year	2025-09-24	3561726
Net assets as of the beginning of the plan year	2025-09-24	3061495
Employer contributions to plan in this plan year	2025-09-24	79933
Fees paid to broker by Benefit Provider	2025-09-24	1668
Expensese paid to adminstrative service provicers from plan in this plan year	2025-09-24	24048
2024 : NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-09-28	20293
Net assets as of the end of the plan year	2024-09-28	3061495
Total assets as of the beginning of the plan year	2024-09-28	2419002
Value of plan covered by a fidelity bond	2024-09-28	200000
Participant contributions to plan in this plan year	2024-09-28	78086
Value of participant loans at end of plan year	2024-09-28	26467
Other expenses paid from plan in this plan year	2024-09-28	0
Other income to plan in this plan year	2024-09-28	499394
Plan net income in this plan year	2024-09-28	642493
Net assets as of the end of the plan year	2024-09-28	3061495
Net assets as of the beginning of the plan year	2024-09-28	2419002
Employer contributions to plan in this plan year	2024-09-28	85306
Fees paid to broker by Benefit Provider	2024-09-28	1336
Expensese paid to adminstrative service provicers from plan in this plan year	2024-09-28	19309
2022 : NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total liabilities as of the beginning of the plan year	2022-09-29	0
Total expenses incurred by plan in this plan year	2022-09-29	23163
Net assets as of the end of the plan year	2022-09-29	2892953
Total assets as of the beginning of the plan year	2022-09-29	2399145
Value of plan covered by a fidelity bond	2022-09-29	200000
Participant contributions to plan in this plan year	2022-09-29	106403
Other income to plan in this plan year	2022-09-29	370937
Plan net income in this plan year	2022-09-29	493808
Net assets as of the end of the plan year	2022-09-29	2892953
Net assets as of the beginning of the plan year	2022-09-29	2399145
Employer contributions to plan in this plan year	2022-09-29	39631
Fees paid to broker by Benefit Provider	2022-09-29	1328
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-29	19130

Potentially related plans

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Company Name:	NORTH FLORIDA SPORTS MEDICINE AND ORTHOPAEDIC CENTER PA
Employer identification number (EIN):	593068837
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)