401k Plan data: SPORTS & ORTHOPEDIC LEADERS 401(K) PROFIT SHARING PLAN & TRUST RETIREMENT TRUST plan

SPORTS & ORTHOPEDIC LEADERS 401(K) PROFIT SHARING PLAN & TRUST RETIREMENT TRUST 401k Plan overview

Plan Name	SPORTS & ORTHOPEDIC LEADERS 401(K) PROFIT SHARING PLAN & TRUST RETIREMENT TRUST
Plan identification number	001

SPORTS & ORTHOPEDIC LEADERS 401(K) PROFIT SHARING PLAN & TRUST RETIREMENT 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

SPORTS & ORTHOPEDIC LEADERS has sponsored the creation of one or more 401k plans.

Company Name: SPORTS & ORTHOPEDIC LEADERS

Employer identification number (EIN): 710887990

NAIC Classification: 621340
NAIC Description: Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPORTS & ORTHOPEDIC LEADERS 401(K) PROFIT SHARING PLAN & TRUST RETIREMENT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 PLAN SPONSOR 2019-01-25
001 2017-01-01 HELEN 2018-07-17
001 2016-01-01 TAMMARA MOORE 2017-07-11
001 2015-01-01 TAMMARA MOORE 2016-07-07
001 2013-01-01 NINA PATTERSON 2014-07-30 NINA PATTERSON 2014-07-30
001 2012-01-01 NINA PATTERSON 2013-07-08 NINA PATTERSON 2013-07-08
001 2011-01-01 NINA PATTERSON 2012-07-20 NINA PATTERSON 2012-07-20
001 2010-01-01 NINA PATTERSON 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	PLAN SPONSOR	2019-01-25
001	2017-01-01	HELEN	2018-07-17
001	2016-01-01	TAMMARA MOORE	2017-07-11
001	2015-01-01	TAMMARA MOORE	2016-07-07
001	2013-01-01	NINA PATTERSON	2014-07-30	NINA PATTERSON	2014-07-30
001	2012-01-01	NINA PATTERSON	2013-07-08	NINA PATTERSON	2013-07-08
001	2011-01-01	NINA PATTERSON	2012-07-20	NINA PATTERSON	2012-07-20
001	2010-01-01	NINA PATTERSON	2011-07-19

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Company Name:	SPORTS & ORTHOPEDIC LEADERS
Employer identification number (EIN):	710887990
NAIC Classification:	621340
NAIC Description:	Offices of Physical, Occupational and Speech Therapists, and Audiologists