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FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 401(K) PLAN 401k Plan overview

Plan NameFOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 401(K) PLAN
Plan identification number 001

FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 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.
  • 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.
  • 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.

401k Sponsoring company profile

FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION, INC.
Employer identification number (EIN):593555349
NAIC Classification:541700

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 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
0012014-01-01
0012013-01-01DEREK PUPELLO2014-09-02
0012012-01-01JANET PANEBIANCO2013-07-22
0012011-01-01DEREK PUPELLO2012-08-22
0012010-01-01DEREK PUPELLO2011-08-11

Financial Data on FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 401(K) PLAN

Measure Date Value
2025 : FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-0964734
Net assets as of the end of the plan year2025-10-091244095
Total assets as of the beginning of the plan year2025-10-091089080
Value of plan covered by a fidelity bond2025-10-09100000
Participant contributions to plan in this plan year2025-10-0958880
Value of participant loans at end of plan year2025-10-099024
Other income to plan in this plan year2025-10-09160869
Plan net income in this plan year2025-10-09155015
Net assets as of the end of the plan year2025-10-091244095
Net assets as of the beginning of the plan year2025-10-091089080
Employer contributions to plan in this plan year2025-10-090
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0913665
2024 : FOUNDATION FOR ORTHOPAEDIC RESEARCH & EDUCATION 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-07-2247674
Net assets as of the end of the plan year2024-07-221089080
Total assets as of the beginning of the plan year2024-07-22920007
Value of plan covered by a fidelity bond2024-07-22100000
Participant contributions to plan in this plan year2024-07-2254297
Value of participant loans at end of plan year2024-07-2217845
Other income to plan in this plan year2024-07-22162450
Plan net income in this plan year2024-07-22169073
Net assets as of the end of the plan year2024-07-221089080
Net assets as of the beginning of the plan year2024-07-22920007
Employer contributions to plan in this plan year2024-07-220
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2211674

Potentially related plans

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