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ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORTHOPEDIC ASSOCIATES, PA 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.
  • 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.

401k Sponsoring company profile

ORTHOPEDIC ASSOCIATES, PA has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC ASSOCIATES, PA
Employer identification number (EIN):850232271
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFF JOHANSON2024-08-13
0012022-01-01JEFF JOHANSON2023-08-09
0012021-01-01JEFF JOHANSON2022-09-29
0012020-01-01JEFF JOHANSON2021-08-09
0012019-01-01JEFF JOHANSON2020-05-26
0012018-01-01JEFF JOHANSON2019-07-30
0012017-01-01JEFF JOHANSON2018-06-07
0012016-01-01RON MCDANIEL2017-07-07
0012015-01-01RON MCDANIEL2016-09-06
0012014-01-01CHARLES R. REDWING2015-10-12
0012013-01-01CHARLES R. REDWING
0012012-01-01CHARLES R. REDWING2013-10-11
0012011-01-01CHARLES R. REDWING2012-10-11
0012010-01-01CHARLES R. REDWING2011-07-18 CHARLES R. REDWING2011-07-18

Financial Data on ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-03487849
Net assets as of the end of the plan year2025-09-038121408
Total assets as of the beginning of the plan year2025-09-036706765
Value of plan covered by a fidelity bond2025-09-03500000
Participant contributions to plan in this plan year2025-09-03310469
Value of participant loans at end of plan year2025-09-03105617
Other contributions to plan in this plan year2025-09-0384874
Other income to plan in this plan year2025-09-031103292
Plan net income in this plan year2025-09-031414643
Net assets as of the end of the plan year2025-09-038121408
Net assets as of the beginning of the plan year2025-09-036706765
Employer contributions to plan in this plan year2025-09-03403857
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-0318919
2024 : ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-08-13874359
Net assets as of the end of the plan year2024-08-136706765
Total assets as of the beginning of the plan year2024-08-135874599
Value of plan covered by a fidelity bond2024-08-13500000
Participant contributions to plan in this plan year2024-08-13262234
Value of participant loans at end of plan year2024-08-1392330
Other contributions to plan in this plan year2024-08-1318612
Other income to plan in this plan year2024-08-131050881
Plan net income in this plan year2024-08-13832166
Net assets as of the end of the plan year2024-08-136706765
Net assets as of the beginning of the plan year2024-08-135874599
Employer contributions to plan in this plan year2024-08-13374798
Expensese paid to adminstrative service provicers from plan in this plan year2024-08-1310441
2022 : ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-09-29231968
Net assets as of the end of the plan year2022-09-296521210
Total assets as of the beginning of the plan year2022-09-295451451
Value of plan covered by a fidelity bond2022-09-29500000
Participant contributions to plan in this plan year2022-09-29179124
Value of participant loans at end of plan year2022-09-29120536
Other income to plan in this plan year2022-09-29732983
Plan net income in this plan year2022-09-291069759
Net assets as of the end of the plan year2022-09-296521210
Net assets as of the beginning of the plan year2022-09-295451451
Employer contributions to plan in this plan year2022-09-29389620
Expensese paid to adminstrative service provicers from plan in this plan year2022-09-2912983
2013 : ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,863,285
Expenses. Total of all expenses incurred2013-12-31$347,230
Benefits paid (including direct rollovers)2013-12-31$346,588
Total plan assets at end of year2013-12-31$9,930,634
Total plan assets at beginning of year2013-12-31$8,414,579
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$201,816
Expenses. Other expenses not covered elsewhere2013-12-31$642
Contributions received from other sources (not participants or employers)2013-12-31$8,693
Other income received2013-12-31$1,251,720
Net income (gross income less expenses)2013-12-31$1,516,055
Net plan assets at end of year (total assets less liabilities)2013-12-31$9,930,634
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$8,414,579
Assets. Value of participant loans2013-12-31$105,531
Total contributions received or receivable from employer(s)2013-12-31$401,056
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0

Form 5500 Responses for ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN

2013: ORTHOPEDIC ASSOCIATES, PA 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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