401k Plan data: OAK RIDGE SURGEONS, PC 401(K) PLAN plan

OAK RIDGE SURGEONS, PC 401(K) PLAN 401k Plan overview

Plan Name	OAK RIDGE SURGEONS, PC 401(K) PLAN
Plan identification number	002

OAK RIDGE SURGEONS, PC 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.
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.
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

OAK RIDGE SURGEONS, PC has sponsored the creation of one or more 401k plans.

Company Name: OAK RIDGE SURGEONS, PC

Employer identification number (EIN): 620848837

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK RIDGE SURGEONS, PC 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
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PAM HOLT 2018-10-03 PAM HOLT 2018-10-03
002 2016-01-01 PAM HOLT 2017-09-11 PAM HOLT 2017-09-11
002 2015-01-01 PAM HOLT 2016-08-17 PAM HOLT 2016-08-17
002 2014-01-01 PAM HOLT 2015-07-14 PAM HOLT 2015-07-14
002 2013-01-01 PAM HOLT 2014-07-15 PAM HOLT 2014-07-15
002 2012-01-01 PAM HOLT 2013-10-07 PAM HOLT 2013-10-07
002 2011-01-01 PAM HOLT 2012-09-19 PAM HOLT 2012-09-19
002 2010-01-01 PAM HOLT 2011-07-14 PAM HOLT 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PAM HOLT	2018-10-03	PAM HOLT	2018-10-03
002	2016-01-01	PAM HOLT	2017-09-11	PAM HOLT	2017-09-11
002	2015-01-01	PAM HOLT	2016-08-17	PAM HOLT	2016-08-17
002	2014-01-01	PAM HOLT	2015-07-14	PAM HOLT	2015-07-14
002	2013-01-01	PAM HOLT	2014-07-15	PAM HOLT	2014-07-15
002	2012-01-01	PAM HOLT	2013-10-07	PAM HOLT	2013-10-07
002	2011-01-01	PAM HOLT	2012-09-19	PAM HOLT	2012-09-19
002	2010-01-01	PAM HOLT	2011-07-14	PAM HOLT	2011-07-14

Financial Data on OAK RIDGE SURGEONS, PC 401(K) PLAN

Measure	Date	Value
2022 : OAK RIDGE SURGEONS, PC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-05-04	1749836
Net assets as of the end of the plan year	2022-05-04	2381162
Total assets as of the beginning of the plan year	2022-05-04	3683751
Value of plan covered by a fidelity bond	2022-05-04	500000
Participant contributions to plan in this plan year	2022-05-04	69640
Value of participant loans at end of plan year	2022-05-04	15334
Other income to plan in this plan year	2022-05-04	327756
Plan net income in this plan year	2022-05-04	-1302589
Net assets as of the end of the plan year	2022-05-04	2381162
Net assets as of the beginning of the plan year	2022-05-04	3683751
Employer contributions to plan in this plan year	2022-05-04	49851
Expensese paid to adminstrative service provicers from plan in this plan year	2022-05-04	30607

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Company Name:	OAK RIDGE SURGEONS, PC
Employer identification number (EIN):	620848837
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)