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THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN 401k Plan overview

Plan NameTHE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN
Plan identification number 001

THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CENTER FOR ORTHOPEDIC SURGERY, L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR ORTHOPEDIC SURGERY, L.L.P.
Employer identification number (EIN):752277544
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012016-01-01
0012015-01-01
0012014-01-01T. BRYAN SMITHERMAN, M.D.2015-10-14
0012013-01-01JODIE STRILEY2014-10-08
0012012-01-01JODIE STRILEY2013-09-04
0012011-01-01JODIE STRILEY2012-09-21
0012010-01-01JODIE STRILEY2011-07-11
0012009-01-01BARBARA GILLIAM

Financial Data on THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN

Measure Date Value
2025 : THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-09315551
Net assets as of the end of the plan year2025-09-0913811004
Total assets as of the beginning of the plan year2025-09-0912341379
Value of plan covered by a fidelity bond2025-09-09500000
Participant contributions to plan in this plan year2025-09-09132052
Value of participant loans at end of plan year2025-09-09204708
Other contributions to plan in this plan year2025-09-0910328
Other income to plan in this plan year2025-09-091530458
Plan net income in this plan year2025-09-091469625
Net assets as of the end of the plan year2025-09-0913811004
Net assets as of the beginning of the plan year2025-09-0912341379
Employer contributions to plan in this plan year2025-09-09112338
Fees paid to broker by Benefit Provider2025-09-0967743
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-09146775
2024 : THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-201031910
Net assets as of the end of the plan year2024-09-2012341379
Total assets as of the beginning of the plan year2024-09-2011405881
Value of plan covered by a fidelity bond2024-09-20500000
Participant contributions to plan in this plan year2024-09-20180988
Value of participant loans at end of plan year2024-09-20256569
Other expenses paid from plan in this plan year2024-09-201147
Other contributions to plan in this plan year2024-09-2033220
Other income to plan in this plan year2024-09-201515961
Plan net income in this plan year2024-09-20935498
Net assets as of the end of the plan year2024-09-2012341379
Net assets as of the beginning of the plan year2024-09-2011405881
Employer contributions to plan in this plan year2024-09-20237239
Fees paid to broker by Benefit Provider2024-09-2060631
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-20129523
2022 : THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-07-01375434
Net assets as of the end of the plan year2022-07-0113135575
Total assets as of the beginning of the plan year2022-07-0111616994
Value of plan covered by a fidelity bond2022-07-01500000
Participant contributions to plan in this plan year2022-07-01202461
Other expenses paid from plan in this plan year2022-07-01135480
Other income to plan in this plan year2022-07-011429937
Plan net income in this plan year2022-07-011518581
Net assets as of the end of the plan year2022-07-0113135575
Net assets as of the beginning of the plan year2022-07-0111616994
Employer contributions to plan in this plan year2022-07-01261617
Fees paid to broker by Benefit Provider2022-07-0159737
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-01450

Form 5500 Responses for THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN

2009: THE CENTER FOR ORTHOPEDIC SURGERY, L.L.P. PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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