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NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 401k Plan overview

Plan NameNEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN
Plan identification number 002

NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution 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

NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC
Employer identification number (EIN):710880812
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-12-31
0022020-12-31
0022019-12-31
0022018-12-31
0022017-12-31JAY POLONSKY2019-04-25 JAY POLONSKY2019-04-25
0022016-12-31JAY POLONSKY2018-05-09 JAY POLONSKY2018-05-09
0022015-12-31JAY POLONSKY2017-05-31 JAY POLONSKY2017-05-31
0022014-12-31JAY POLONSKY2016-06-20 JAY POLONSKY2016-06-20
0022013-12-31JAY POLONSKY2015-10-08 JAY POLONSKY2015-10-08
0022012-12-31JAY POLONSKY2014-09-11 JAY POLONSKY2014-09-11
0022011-12-31JAY POLONSKY2013-10-09 JAY POLONSKY2013-10-09
0022010-12-31DOUGLAS HALSTED2012-10-10 DOUGLAS HALSTED2012-10-10
0022008-12-31
0022008-12-31DOUGLAS HALSTED DOUGLAS HALSTED2011-03-17

Plan Statistics for NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN

401k plan membership statisitcs for NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN

Measure Date Value
2022: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-303,157,872
Acturial value of plan assets2022-12-303,157,872
Funding target for retired participants and beneficiaries receiving payment2022-12-300
Number of terminated vested participants2022-12-300
Fundng target for terminated vested participants2022-12-300
Active participant vested funding target2022-12-302,743,511
Number of active participants2022-12-3033
Total funding liabilities for active participants2022-12-302,743,511
Total participant count2022-12-3033
Total funding target for all participants2022-12-302,743,511
Balance at beginning of prior year after applicable adjustments2022-12-300
Prefunding balance at beginning of prior year after applicable adjustments2022-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-300
Prefunding balanced used to offset prior years funding requirement2022-12-300
Amount remaining of carryover balance2022-12-300
Amount remaining of prefunding balance2022-12-300
Present value of excess contributions2022-12-30528,987
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-30560,250
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-300
Reductions in caryover balances due to elections or deemed elections2022-12-300
Reductions in prefunding balances due to elections or deemed elections2022-12-300
Balance of carryovers at beginning of current year2022-12-300
Balance of prefunding at beginning of current year2022-12-300
Total employer contributions2022-12-30315,273
Total employee contributions2022-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-300
Contributions made to avoid restrictions adjusted to valuation date2022-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-30299,884
Unpaid minimum required contributions for all prior years2022-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-300
Remaining amount of unpaid minimum required contributions2022-12-300
Minimum required contributions for current year target normal cost2022-12-30668,864
Net shortfall amortization installment of oustanding balance2022-12-300
Waiver amortization installment2022-12-300
Total funding amount beforereflecting carryover/prefunding balances2022-12-30254,503
Carryover balance elected to use to offset funding requirement2022-12-300
Prefunding balance elected to use to offset funding requirement2022-12-300
Additional cash requirement2022-12-30254,503
Contributions allocatedtoward minimum required contributions for current year2022-12-30299,884
Unpaid minimum required contributions for current year2022-12-300
Unpaid minimum required contributions for all years2022-12-300
2021: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-303,779,213
Acturial value of plan assets2021-12-303,779,213
Funding target for retired participants and beneficiaries receiving payment2021-12-300
Number of terminated vested participants2021-12-300
Fundng target for terminated vested participants2021-12-300
Active participant vested funding target2021-12-302,498,514
Number of active participants2021-12-3032
Total funding liabilities for active participants2021-12-302,523,786
Total participant count2021-12-3032
Total funding target for all participants2021-12-302,523,786
Balance at beginning of prior year after applicable adjustments2021-12-300
Prefunding balance at beginning of prior year after applicable adjustments2021-12-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-300
Prefunding balanced used to offset prior years funding requirement2021-12-300
Amount remaining of carryover balance2021-12-300
Amount remaining of prefunding balance2021-12-300
Present value of excess contributions2021-12-30379,927
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-30401,887
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-300
Reductions in caryover balances due to elections or deemed elections2021-12-300
Reductions in prefunding balances due to elections or deemed elections2021-12-300
Balance of carryovers at beginning of current year2021-12-300
Balance of prefunding at beginning of current year2021-12-300
Total employer contributions2021-12-30554,687
Total employee contributions2021-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-300
Contributions made to avoid restrictions adjusted to valuation date2021-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-30528,987
Unpaid minimum required contributions for all prior years2021-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-300
Remaining amount of unpaid minimum required contributions2021-12-300
Minimum required contributions for current year target normal cost2021-12-30865,152
Net shortfall amortization installment of oustanding balance2021-12-300
Waiver amortization installment2021-12-300
Total funding amount beforereflecting carryover/prefunding balances2021-12-300
Carryover balance elected to use to offset funding requirement2021-12-300
Prefunding balance elected to use to offset funding requirement2021-12-300
Additional cash requirement2021-12-300
Contributions allocatedtoward minimum required contributions for current year2021-12-30528,987
Unpaid minimum required contributions for current year2021-12-300
Unpaid minimum required contributions for all years2021-12-300
2020: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-302,635,871
Acturial value of plan assets2020-12-302,635,871
Funding target for retired participants and beneficiaries receiving payment2020-12-300
Number of terminated vested participants2020-12-300
Fundng target for terminated vested participants2020-12-300
Active participant vested funding target2020-12-301,965,108
Number of active participants2020-12-3032
Total funding liabilities for active participants2020-12-301,997,613
Total participant count2020-12-3032
Total funding target for all participants2020-12-301,997,613
Balance at beginning of prior year after applicable adjustments2020-12-300
Prefunding balance at beginning of prior year after applicable adjustments2020-12-302,521
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-300
Prefunding balanced used to offset prior years funding requirement2020-12-300
Amount remaining of carryover balance2020-12-300
Amount remaining of prefunding balance2020-12-302,521
Present value of excess contributions2020-12-30347,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-30367,938
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-300
Reductions in caryover balances due to elections or deemed elections2020-12-300
Reductions in prefunding balances due to elections or deemed elections2020-12-302,647
Balance of carryovers at beginning of current year2020-12-300
Balance of prefunding at beginning of current year2020-12-300
Total employer contributions2020-12-30399,750
Total employee contributions2020-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-300
Contributions made to avoid restrictions adjusted to valuation date2020-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-30379,927
Unpaid minimum required contributions for all prior years2020-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-300
Remaining amount of unpaid minimum required contributions2020-12-300
Minimum required contributions for current year target normal cost2020-12-30254,826
Net shortfall amortization installment of oustanding balance2020-12-300
Waiver amortization installment2020-12-300
Total funding amount beforereflecting carryover/prefunding balances2020-12-300
Carryover balance elected to use to offset funding requirement2020-12-300
Prefunding balance elected to use to offset funding requirement2020-12-300
Additional cash requirement2020-12-300
Contributions allocatedtoward minimum required contributions for current year2020-12-30379,927
Unpaid minimum required contributions for current year2020-12-300
Unpaid minimum required contributions for all years2020-12-300
2019: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-302,635,871
Acturial value of plan assets2019-12-302,635,871
Funding target for retired participants and beneficiaries receiving payment2019-12-300
Number of terminated vested participants2019-12-300
Fundng target for terminated vested participants2019-12-300
Active participant vested funding target2019-12-301,536,620
Number of active participants2019-12-3037
Total funding liabilities for active participants2019-12-301,555,900
Total participant count2019-12-3037
Total funding target for all participants2019-12-301,555,900
Balance at beginning of prior year after applicable adjustments2019-12-300
Prefunding balance at beginning of prior year after applicable adjustments2019-12-302,496
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-300
Prefunding balanced used to offset prior years funding requirement2019-12-300
Amount remaining of carryover balance2019-12-300
Amount remaining of prefunding balance2019-12-302,496
Present value of excess contributions2019-12-30319,228
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-30338,832
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-300
Reductions in caryover balances due to elections or deemed elections2019-12-300
Reductions in prefunding balances due to elections or deemed elections2019-12-300
Balance of carryovers at beginning of current year2019-12-300
Balance of prefunding at beginning of current year2019-12-302,521
Total employer contributions2019-12-30360,000
Total employee contributions2019-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-300
Contributions made to avoid restrictions adjusted to valuation date2019-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-30347,177
Unpaid minimum required contributions for all prior years2019-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-300
Remaining amount of unpaid minimum required contributions2019-12-300
Minimum required contributions for current year target normal cost2019-12-30236,141
Net shortfall amortization installment of oustanding balance2019-12-300
Waiver amortization installment2019-12-300
Total funding amount beforereflecting carryover/prefunding balances2019-12-300
Carryover balance elected to use to offset funding requirement2019-12-300
Prefunding balance elected to use to offset funding requirement2019-12-300
Additional cash requirement2019-12-300
Contributions allocatedtoward minimum required contributions for current year2019-12-30347,177
Unpaid minimum required contributions for current year2019-12-300
Unpaid minimum required contributions for all years2019-12-300
2018: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-302,680,455
Acturial value of plan assets2018-12-302,680,455
Funding target for retired participants and beneficiaries receiving payment2018-12-300
Number of terminated vested participants2018-12-300
Fundng target for terminated vested participants2018-12-300
Active participant vested funding target2018-12-301,481,950
Number of active participants2018-12-3033
Total funding liabilities for active participants2018-12-301,481,950
Total participant count2018-12-3033
Total funding target for all participants2018-12-301,481,950
Balance at beginning of prior year after applicable adjustments2018-12-300
Prefunding balance at beginning of prior year after applicable adjustments2018-12-302,377
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-300
Prefunding balanced used to offset prior years funding requirement2018-12-300
Amount remaining of carryover balance2018-12-300
Amount remaining of prefunding balance2018-12-302,377
Present value of excess contributions2018-12-30306,631
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-30326,102
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-300
Reductions in caryover balances due to elections or deemed elections2018-12-300
Reductions in prefunding balances due to elections or deemed elections2018-12-300
Balance of carryovers at beginning of current year2018-12-300
Balance of prefunding at beginning of current year2018-12-302,496
Total employer contributions2018-12-30330,000
Total employee contributions2018-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-300
Contributions made to avoid restrictions adjusted to valuation date2018-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-30319,228
Unpaid minimum required contributions for all prior years2018-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-300
Remaining amount of unpaid minimum required contributions2018-12-300
Minimum required contributions for current year target normal cost2018-12-3022,508
Net shortfall amortization installment of oustanding balance2018-12-300
Waiver amortization installment2018-12-300
Total funding amount beforereflecting carryover/prefunding balances2018-12-300
Carryover balance elected to use to offset funding requirement2018-12-300
Prefunding balance elected to use to offset funding requirement2018-12-300
Additional cash requirement2018-12-300
Contributions allocatedtoward minimum required contributions for current year2018-12-30319,228
Unpaid minimum required contributions for current year2018-12-300
Unpaid minimum required contributions for all years2018-12-300
2017: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-301,781,698
Acturial value of plan assets2017-12-301,781,698
Funding target for retired participants and beneficiaries receiving payment2017-12-300
Number of terminated vested participants2017-12-300
Fundng target for terminated vested participants2017-12-300
Active participant vested funding target2017-12-301,302,214
Number of active participants2017-12-3033
Total funding liabilities for active participants2017-12-301,302,214
Total participant count2017-12-3033
Total funding target for all participants2017-12-301,302,214
Balance at beginning of prior year after applicable adjustments2017-12-300
Prefunding balance at beginning of prior year after applicable adjustments2017-12-302,353
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-300
Prefunding balanced used to offset prior years funding requirement2017-12-300
Amount remaining of carryover balance2017-12-300
Amount remaining of prefunding balance2017-12-302,353
Present value of excess contributions2017-12-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-300
Reductions in caryover balances due to elections or deemed elections2017-12-300
Reductions in prefunding balances due to elections or deemed elections2017-12-300
Balance of carryovers at beginning of current year2017-12-300
Balance of prefunding at beginning of current year2017-12-302,402
Total employer contributions2017-12-30323,672
Total employee contributions2017-12-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-300
Contributions made to avoid restrictions adjusted to valuation date2017-12-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-30306,631
Unpaid minimum required contributions for all prior years2017-12-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-300
Remaining amount of unpaid minimum required contributions2017-12-300
Minimum required contributions for current year target normal cost2017-12-3084,718
Net shortfall amortization installment of oustanding balance2017-12-300
Waiver amortization installment2017-12-300
Waived amount of outstanding balance2017-12-300
Total funding amount beforereflecting carryover/prefunding balances2017-12-300
Carryover balance elected to use to offset funding requirement2017-12-300
Prefunding balance elected to use to offset funding requirement2017-12-300
Additional cash requirement2017-12-300
Contributions allocatedtoward minimum required contributions for current year2017-12-30306,631
Unpaid minimum required contributions for current year2017-12-300
Unpaid minimum required contributions for all years2017-12-300
2008: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year2008-12-3128
Total number of active participants reported on line 7a of the Form 55002008-12-3124
Number of retired or separated participants receiving benefits2008-12-310
Number of other retired or separated participants entitled to future benefits2008-12-310
Total of all active and inactive participants2008-12-3124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-12-310
Total participants2008-12-3124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-12-310

Financial Data on NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN

Measure Date Value
2009 : NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-30$0

Form 5500 Responses for NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN

2008: NEW ENGLAND ORTHOPEDIC SPECIALISTS, LLC DEFINED BENEFIT PLAN 2008 form 5500 responses
2008-12-31Type of plan entitySingle employer plan
2008-12-31Submission has been amendedNo
2008-12-31This submission is the final filingNo
2008-12-31This return/report is a short plan year return/report (less than 12 months)No
2008-12-31Plan is a collectively bargained planNo
2008-12-31Plan funding arrangement – TrustYes
2008-12-31Plan benefit arrangement - TrustYes

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