401k Plan data: FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST plan

FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan Name	FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST
Plan identification number	002

FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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

FELLOWSHIP OF ORTHOPEADIC RESE has sponsored the creation of one or more 401k plans.

Company Name: FELLOWSHIP OF ORTHOPEADIC RESE

Employer identification number (EIN): 640920136

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 SAMANTHA SALKELD 2024-10-14
002 2022-01-01 SAMANTHA SALKELD 2024-10-14
002 2021-01-01 SAMANTHA SALKELD 2024-10-14
002 2020-01-01 SAMANTHA SALKELD 2021-04-01
002 2018-01-01 SAMANTHA SALKELD 2019-05-16
002 2017-01-01 SAMANTHA SALKELD 2018-03-26
002 2016-01-01 SAMANTHA SALKELD 2017-06-06
002 2015-01-01 SAMANTHA L SALKELD 2016-06-30
002 2014-01-01 SAMANTHA SALKELD 2015-07-09
002 2013-01-01 SAMANTHA SALKELD 2014-07-09
002 2012-01-01 FELLOWSHIP OF ORTHOPEADIC RESE 2013-05-16
002 2011-01-01 FELLOWSHIP OF ORTHOPEADIC RESE 2012-05-25
002 2010-01-01 FELLOWSHIP OF ORTHOPEADIC RESE 2011-07-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	SAMANTHA SALKELD	2024-10-14
002	2022-01-01	SAMANTHA SALKELD	2024-10-14
002	2021-01-01	SAMANTHA SALKELD	2024-10-14
002	2020-01-01	SAMANTHA SALKELD	2021-04-01
002	2018-01-01	SAMANTHA SALKELD	2019-05-16
002	2017-01-01	SAMANTHA SALKELD	2018-03-26
002	2016-01-01	SAMANTHA SALKELD	2017-06-06
002	2015-01-01	SAMANTHA L SALKELD	2016-06-30
002	2014-01-01	SAMANTHA SALKELD	2015-07-09
002	2013-01-01	SAMANTHA SALKELD	2014-07-09
002	2012-01-01	FELLOWSHIP OF ORTHOPEADIC RESE	2013-05-16
002	2011-01-01	FELLOWSHIP OF ORTHOPEADIC RESE	2012-05-25
002	2010-01-01	FELLOWSHIP OF ORTHOPEADIC RESE	2011-07-18

Plan Statistics for FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year 2025-05-23 5
Total number of particpants at end of year 2025-05-23 5
Number of Participants With Account Balances 2025-05-23 5
2024: FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year 2024-10-14 6
Total number of particpants at end of year 2024-10-14 5
Number of Participants With Account Balances 2024-10-14 5

Measure	Date	Value
2025: FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year	2025-05-23	5
Total number of particpants at end of year	2025-05-23	5
Number of Participants With Account Balances	2025-05-23	5
2024: FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year	2024-10-14	6
Total number of particpants at end of year	2024-10-14	5
Number of Participants With Account Balances	2024-10-14	5

Financial Data on FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST

Measure	Date	Value
2025 : FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year	2025-05-23	0
Total liabilities as of the end of the plan year	2025-05-23	0
Total liabilities as of the beginning of the plan year	2025-05-23	0
Total expenses incurred by plan in this plan year	2025-05-23	13988
Net assets as of the end of the plan year	2025-05-23	1242873
Total assets as of the beginning of the plan year	2025-05-23	997665
Value of plan covered by a fidelity bond	2025-05-23	99767
Participant contributions to plan in this plan year	2025-05-23	88476
Other expenses paid from plan in this plan year	2025-05-23	0
Other contributions to plan in this plan year	2025-05-23	0
Other income to plan in this plan year	2025-05-23	152357
Plan net income in this plan year	2025-05-23	245208
Net assets as of the end of the plan year	2025-05-23	1242873
Net assets as of the beginning of the plan year	2025-05-23	997665
Employer contributions to plan in this plan year	2025-05-23	18363
Expensese paid to adminstrative service provicers from plan in this plan year	2025-05-23	13988
2024 : FELLOWSHIP OF ORTHOPEADIC RESE 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-14	0
Total liabilities as of the end of the plan year	2024-10-14	0
Total liabilities as of the beginning of the plan year	2024-10-14	0
Total expenses incurred by plan in this plan year	2024-10-14	512676
Net assets as of the end of the plan year	2024-10-14	997665
Total assets as of the beginning of the plan year	2024-10-14	1253638
Value of plan covered by a fidelity bond	2024-10-14	125364
Participant contributions to plan in this plan year	2024-10-14	90213
Other expenses paid from plan in this plan year	2024-10-14	0
Other contributions to plan in this plan year	2024-10-14	0
Other income to plan in this plan year	2024-10-14	148202
Plan net income in this plan year	2024-10-14	-255973
Net assets as of the end of the plan year	2024-10-14	997665
Net assets as of the beginning of the plan year	2024-10-14	1253638
Employer contributions to plan in this plan year	2024-10-14	18288
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-14	12749

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Company Name:	FELLOWSHIP OF ORTHOPEADIC RESE
Employer identification number (EIN):	640920136
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations