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NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 401k Plan overview

Plan NameNEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN
Plan identification number 001

NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • 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 YORK LIMB LENGTHENING & COMPLEX RECONSTRUCTION SURGERY, PLLC has sponsored the creation of one or more 401k plans.

Company Name:NEW YORK LIMB LENGTHENING & COMPLEX RECONSTRUCTION SURGERY, PLLC
Employer identification number (EIN):814385738
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 YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT ROZBRUCH2024-07-29
0012022-01-01
0012021-01-01S. ROBERT ROZBRUCH2022-09-19 S. ROBERT ROZBRUCH2022-09-19
0012021-01-01
0012020-01-01S. ROBERT ROZBRUCH2021-10-08 S. ROBERT ROZBRUCH2021-10-08
0012019-01-01S. ROBERT ROZBRUCH2020-09-11 S. ROBERT ROZBRUCH2020-09-11
0012018-01-01S. ROBERT ROZBRUCH2019-09-30 S. ROBERT ROZBRUCH2019-09-30
0012017-01-01S. ROBERT ROZBRUCH2018-10-14 S. ROBERT ROZBRUCH2018-10-14

Plan Statistics for NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN

401k plan membership statisitcs for NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN

Measure Date Value
2025: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-07-217
Total number of particpants at end of year2025-07-216
2024: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-296
Total number of particpants at end of year2024-07-296
2023: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2023 401k membership
Total number of particpants at beginning of year2023-09-294
Total number of particpants at end of year2023-09-294
2022: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2022 401k membership
Market value of plan assets2022-12-312,300,813
Acturial value of plan assets2022-12-312,300,813
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-310
Fundng target for terminated vested participants2022-12-310
Active participant vested funding target2022-12-31837,211
Number of active participants2022-12-315
Total funding liabilities for active participants2022-12-311,075,151
Total participant count2022-12-315
Total funding target for all participants2022-12-311,075,151
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31579,029
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31610,818
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31480,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31462,388
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31224,783
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31462,388
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2021 401k membership
Market value of plan assets2021-12-311,487,722
Acturial value of plan assets2021-12-311,487,722
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-310
Fundng target for terminated vested participants2021-12-310
Active participant vested funding target2021-12-31478,861
Number of active participants2021-12-314
Total funding liabilities for active participants2021-12-31780,968
Total participant count2021-12-314
Total funding target for all participants2021-12-31780,968
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31363,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31383,598
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31360,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31345,844
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31216,751
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31345,844
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2020 401k membership
Market value of plan assets2020-12-31954,089
Acturial value of plan assets2020-12-31954,089
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-310
Fundng target for terminated vested participants2020-12-310
Active participant vested funding target2020-12-31233,423
Number of active participants2020-12-314
Total funding liabilities for active participants2020-12-31547,628
Total participant count2020-12-314
Total funding target for all participants2020-12-31547,628
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31338,707
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31357,200
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31383,242
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31363,945
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31200,388
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31363,945
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets2019-12-31475,164
Acturial value of plan assets2019-12-31475,164
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-310
Fundng target for terminated vested participants2019-12-310
Active participant vested funding target2019-12-3186,793
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31332,491
Total participant count2019-12-313
Total funding target for all participants2019-12-31332,491
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31178,266
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31188,088
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31385,495
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31371,212
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31175,178
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3132,505
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3132,505
Contributions allocatedtoward minimum required contributions for current year2019-12-31371,212
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets2018-12-31170,488
Acturial value of plan assets2018-12-31170,488
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-310
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31146,792
Total participant count2018-12-313
Total funding target for all participants2018-12-31146,792
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3129,528
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3131,188
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31328,502
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31314,012
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31159,442
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31135,746
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31135,746
Contributions allocatedtoward minimum required contributions for current year2018-12-31314,012
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-310
Acturial value of plan assets2017-12-310
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-310
Number of active participants2017-12-312
Total funding liabilities for active participants2017-12-310
Total participant count2017-12-312
Total funding target for all participants2017-12-310
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31171,667
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31161,417
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31131,889
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31131,889
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31131,889
Contributions allocatedtoward minimum required contributions for current year2017-12-31161,417
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310

Financial Data on NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN

Measure Date Value
2025 : NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-210
Total liabilities as of the end of the plan year2025-07-210
Total liabilities as of the beginning of the plan year2025-07-210
Total expenses incurred by plan in this plan year2025-07-21141233
Net assets as of the end of the plan year2025-07-213713909
Total assets as of the beginning of the plan year2025-07-213136842
Value of plan covered by a fidelity bond2025-07-21300000
Participant contributions to plan in this plan year2025-07-210
Other expenses paid from plan in this plan year2025-07-210
Other contributions to plan in this plan year2025-07-210
Other income to plan in this plan year2025-07-21338300
Plan net income in this plan year2025-07-21577067
Net assets as of the end of the plan year2025-07-213713909
Net assets as of the beginning of the plan year2025-07-213136842
Employer contributions to plan in this plan year2025-07-21380000
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-210
2024 : NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-290
Net assets as of the end of the plan year2024-07-293136842
Total assets as of the beginning of the plan year2024-07-292422405
Value of plan covered by a fidelity bond2024-07-29300000
Participant contributions to plan in this plan year2024-07-290
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-29354437
Plan net income in this plan year2024-07-29714437
Net assets as of the end of the plan year2024-07-293136842
Net assets as of the beginning of the plan year2024-07-292422405
Employer contributions to plan in this plan year2024-07-29360000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-290
2023 : NEW YORK LIMB LENGTHENING AND COMPLEX RECONSTRUCTION SURGERY DEFINED BENEFIT PLAN 2023 401k financial data
Total liabilities as of the end of the plan year2023-09-290
Total liabilities as of the beginning of the plan year2023-09-290
Total expenses incurred by plan in this plan year2023-09-290
Net assets as of the end of the plan year2023-09-292309929
Total assets as of the beginning of the plan year2023-09-291488762
Other income to plan in this plan year2023-09-29206064
Plan net income in this plan year2023-09-29821167
Net assets as of the end of the plan year2023-09-292309929
Net assets as of the beginning of the plan year2023-09-291488762
Employer contributions to plan in this plan year2023-09-29615103

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