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NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN
Plan identification number 001

NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING 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.
  • 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

NEW MEXICO FOOT & ANKLE INSTITUTE, PC has sponsored the creation of one or more 401k plans.

Company Name:NEW MEXICO FOOT & ANKLE INSTITUTE, PC
Employer identification number (EIN):753057944
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 MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NATHAN IVEY2024-09-24 NATHAN IVEY2024-09-24
0012022-01-01NATHAN IVEY2023-10-16 NATHAN IVEY2023-10-16
0012021-01-01NATHAN IVEY2022-09-30 NATHAN IVEY2022-09-30
0012021-01-01NATHAN IVEY2022-09-30 NATHAN IVEY2022-09-30
0012020-01-01NATHAN IVEY2021-08-26 NATHAN IVEY2021-08-26
0012019-01-01NATHAN IVEY2020-02-07 NATHAN IVEY2020-02-07
0012018-01-01NATHAN IVEY2019-06-28 NATHAN IVEY2019-06-28
0012017-01-01DYSON K. MORTENSEN2017-10-12
0012016-01-01DYSON K. MORTENSEN2017-10-12
0012013-01-01NATHAN IVEY2014-07-31 NATHAN IVEY2014-07-31
0012012-01-01NATHAN IVEY2013-10-02 NATHAN IVEY2013-10-02
0012011-01-01NATHAN IVEY2012-06-27
0012010-01-01NATHAN IVEY2011-03-30

Plan Statistics for NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-1234
Total number of particpants at end of year2025-08-1234
Number of Participants With Account Balances2025-08-1225
2024: NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-09-3025
Total number of particpants at end of year2024-09-3027
Number of Participants With Account Balances2024-09-3016
2022: NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-09-3031
Total number of particpants at end of year2022-09-3024
Number of Participants With Account Balances2022-09-3018

Financial Data on NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-120
Total liabilities as of the end of the plan year2025-08-120
Total liabilities as of the beginning of the plan year2025-08-120
Total expenses incurred by plan in this plan year2025-08-12178930
Net assets as of the end of the plan year2025-08-12822622
Total assets as of the beginning of the plan year2025-08-12697708
Value of plan covered by a fidelity bond2025-08-1270000
Participant contributions to plan in this plan year2025-08-12145465
Other expenses paid from plan in this plan year2025-08-120
Other contributions to plan in this plan year2025-08-120
Other income to plan in this plan year2025-08-1295929
Plan net income in this plan year2025-08-12124914
Net assets as of the end of the plan year2025-08-12822622
Net assets as of the beginning of the plan year2025-08-12697708
Employer contributions to plan in this plan year2025-08-1262450
Fees paid to broker by Benefit Provider2025-08-123680
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-120
2024 : NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-300
Total liabilities as of the end of the plan year2024-09-300
Total liabilities as of the beginning of the plan year2024-09-300
Total expenses incurred by plan in this plan year2024-09-3010022
Net assets as of the end of the plan year2024-09-30697708
Total assets as of the beginning of the plan year2024-09-30449931
Value of plan covered by a fidelity bond2024-09-3070000
Participant contributions to plan in this plan year2024-09-30116213
Other expenses paid from plan in this plan year2024-09-300
Other contributions to plan in this plan year2024-09-300
Other income to plan in this plan year2024-09-30101616
Plan net income in this plan year2024-09-30247777
Net assets as of the end of the plan year2024-09-30697708
Net assets as of the beginning of the plan year2024-09-30449931
Employer contributions to plan in this plan year2024-09-3039970
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30660
2022 : NEW MEXICO FOOT & ANKLE INSTITUTE, PC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-09-300
Total liabilities as of the end of the plan year2022-09-300
Total liabilities as of the beginning of the plan year2022-09-300
Total expenses incurred by plan in this plan year2022-09-30240148
Net assets as of the end of the plan year2022-09-30446937
Total assets as of the beginning of the plan year2022-09-30438114
Value of plan covered by a fidelity bond2022-09-3050000
Participant contributions to plan in this plan year2022-09-30113506
Other expenses paid from plan in this plan year2022-09-300
Other contributions to plan in this plan year2022-09-30749
Other income to plan in this plan year2022-09-3086606
Plan net income in this plan year2022-09-308823
Net assets as of the end of the plan year2022-09-30446937
Net assets as of the beginning of the plan year2022-09-30438114
Employer contributions to plan in this plan year2022-09-3048110
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-30995

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