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ORTHOPAEDIC ASSOCIATES 401K PLAN 401k Plan overview

Plan NameORTHOPAEDIC ASSOCIATES 401K PLAN
Plan identification number 001

ORTHOPAEDIC ASSOCIATES 401K 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.
  • 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

ORTHOPAEDIC ASSOCIATES OF SOUTH BROWARD, PA has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPAEDIC ASSOCIATES OF SOUTH BROWARD, PA
Employer identification number (EIN):650839076
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPAEDIC ASSOCIATES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01WARREN GROSSMAN2023-06-22 WARREN GROSSMAN2023-06-22
0012021-01-01WARREN GROSSMAN2022-06-21 WARREN GROSSMAN2022-06-21
0012020-01-01WARREN GROSSMAN2021-05-24 WARREN GROSSMAN2021-05-24
0012019-01-01WARREN GROSSMAN2020-07-17 WARREN GROSSMAN2020-07-17
0012018-01-01WARREN GROSSMAN2019-04-03 WARREN GROSSMAN2019-04-03
0012017-01-01WARREN GROSSMAN2018-03-06 WARREN GROSSMAN2018-03-06
0012016-01-01WARREN GROSSMAN2017-04-27 WARREN GROSSMAN2017-04-27
0012015-01-01WARREN GROSSMAN2016-03-21 WARREN GROSSMAN2016-03-21
0012014-01-01WARREN GROSSMAN2015-04-16 WARREN GROSSMAN2015-04-16
0012013-01-01WARREN GROSSMAN2014-03-19 WARREN GROSSMAN2014-03-19
0012012-01-01WARREN GROSSMAN2013-03-06 WARREN GROSSMAN2013-03-06
0012011-01-01WARREN GROSSMAN2012-02-16 WARREN GROSSMAN2012-02-16
0012010-01-01WARREN GROSSMAN2011-03-25 WARREN GROSSMAN2011-03-25

Plan Statistics for ORTHOPAEDIC ASSOCIATES 401K PLAN

401k plan membership statisitcs for ORTHOPAEDIC ASSOCIATES 401K PLAN

Measure Date Value
2025: ORTHOPAEDIC ASSOCIATES 401K PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-0926
Total number of particpants at end of year2025-07-0923
Number of Participants With Account Balances2025-07-0923
2024: ORTHOPAEDIC ASSOCIATES 401K PLAN 2024 401k membership
Total number of particpants at beginning of year2024-05-2331
Total number of particpants at end of year2024-05-2326
Number of Participants With Account Balances2024-05-2325

Financial Data on ORTHOPAEDIC ASSOCIATES 401K PLAN

Measure Date Value
2025 : ORTHOPAEDIC ASSOCIATES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-0959999
Net assets as of the end of the plan year2025-07-093971955
Total assets as of the beginning of the plan year2025-07-093252344
Value of plan covered by a fidelity bond2025-07-09500000
Participant contributions to plan in this plan year2025-07-09131025
Value of participant loans at end of plan year2025-07-0921502
Other income to plan in this plan year2025-07-09479911
Plan net income in this plan year2025-07-09719611
Net assets as of the end of the plan year2025-07-093971955
Net assets as of the beginning of the plan year2025-07-093252344
Employer contributions to plan in this plan year2025-07-09168674
2024 : ORTHOPAEDIC ASSOCIATES 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-231006165
Net assets as of the end of the plan year2024-05-233252344
Total assets as of the beginning of the plan year2024-05-233538053
Value of plan covered by a fidelity bond2024-05-23500000
Participant contributions to plan in this plan year2024-05-23132216
Value of participant loans at end of plan year2024-05-2324117
Other contributions to plan in this plan year2024-05-2326143
Other income to plan in this plan year2024-05-23350758
Plan net income in this plan year2024-05-23-285709
Net assets as of the end of the plan year2024-05-233252344
Net assets as of the beginning of the plan year2024-05-233538053
Employer contributions to plan in this plan year2024-05-23211339

Potentially related plans

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