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CENTRAL MA ORTHOPEDICS 401(K) PLAN 401k Plan overview

Plan NameCENTRAL MA ORTHOPEDICS 401(K) PLAN
Plan identification number 001

CENTRAL MA ORTHOPEDICS 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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

WORCESTER COUNTY ORTHOPEDICS, LLP has sponsored the creation of one or more 401k plans.

Company Name:WORCESTER COUNTY ORTHOPEDICS, LLP
Employer identification number (EIN):020542759
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL MA ORTHOPEDICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER VINTON2024-09-17 CHRISTOPHER VINTON2024-09-17
0012022-01-01CHRISTOPHER VINTON2023-03-06 CHRISTOPHER VINTON2023-03-06
0012021-01-01CHRISTOPHER VINTON2022-04-04 CHRISTOPHER VINTON2022-04-04
0012020-01-01PHILIP J. LAHEY JR.2021-06-03 PHILIP J. LAHEY JR.2021-06-03
0012019-01-01PHILIP J. LAHEY JR.2020-08-28 PHILIP J. LAHEY JR.2020-08-28
0012018-01-01PHILIP J. LAHEY JR.2019-05-15 PHILIP J. LAHEY JR.2019-05-15
0012017-01-01PHILIP J. LAHEY JR.2018-04-02 PHILIP J. LAHEY JR.2018-04-02
0012016-01-01PHILIP J. LAHEY JR.2017-03-28 PHILIP J. LAHEY JR.2017-03-28
0012015-01-01PHILIP J. LAHEY JR.2016-03-22 PHILIP J. LAHEY JR.2016-03-22
0012014-01-01PHILIP J. LAHEY JR.2015-04-29 PHILIP J. LAHEY JR.2015-04-29
0012013-01-01PHILIP J. LAHEY JR.2014-09-23 PHILIP J. LAHEY JR.2014-09-23
0012012-01-01PHILIP J. LAHEY JR.2013-10-11 PHILIP J. LAHEY JR.2013-10-11
0012011-01-01PHILIP J. LAHEY JR.2012-06-22 PHILIP J. LAHEY JR.2012-06-22
0012010-01-01PHILIP J. LAHEY, JR. PHILIP J. LAHEY, JR.2011-07-29
0012009-01-01PHILIP J. LAHEY, JR. PHILIP J. LAHEY, JR.2010-07-22

Financial Data on CENTRAL MA ORTHOPEDICS 401(K) PLAN

Measure Date Value
2025 : CENTRAL MA ORTHOPEDICS 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-03-190
Total liabilities as of the end of the plan year2025-03-190
Total liabilities as of the beginning of the plan year2025-03-190
Total expenses incurred by plan in this plan year2025-03-19216809
Net assets as of the end of the plan year2025-03-192178591
Total assets as of the beginning of the plan year2025-03-192005265
Participant contributions to plan in this plan year2025-03-19123591
Other expenses paid from plan in this plan year2025-03-190
Other contributions to plan in this plan year2025-03-190
Other income to plan in this plan year2025-03-19212484
Plan net income in this plan year2025-03-19173326
Net assets as of the end of the plan year2025-03-192178591
Net assets as of the beginning of the plan year2025-03-192005265
Employer contributions to plan in this plan year2025-03-1954060
Fees paid to broker by Benefit Provider2025-03-1911667
Expensese paid to adminstrative service provicers from plan in this plan year2025-03-190
2024 : CENTRAL MA ORTHOPEDICS 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-09-170
Total liabilities as of the end of the plan year2024-09-170
Total liabilities as of the beginning of the plan year2024-09-170
Total expenses incurred by plan in this plan year2024-09-179649
Net assets as of the end of the plan year2024-09-172005265
Total assets as of the beginning of the plan year2024-09-171596685
Participant contributions to plan in this plan year2024-09-17142170
Other expenses paid from plan in this plan year2024-09-170
Other contributions to plan in this plan year2024-09-170
Other income to plan in this plan year2024-09-17240153
Plan net income in this plan year2024-09-17408580
Net assets as of the end of the plan year2024-09-172005265
Net assets as of the beginning of the plan year2024-09-171596685
Employer contributions to plan in this plan year2024-09-1735906
Fees paid to broker by Benefit Provider2024-09-179874
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-170
2010 : CENTRAL MA ORTHOPEDICS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$226,843
Expenses. Total of all expenses incurred2010-12-31$20,351
Benefits paid (including direct rollovers)2010-12-31$20,351
Total plan assets at end of year2010-12-31$641,572
Total plan assets at beginning of year2010-12-31$435,080
Total contributions received or receivable from participants2010-12-31$64,032
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$77,106
Other income received2010-12-31$65,069
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$206,492
Net plan assets at end of year (total assets less liabilities)2010-12-31$641,572
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$435,080
Total contributions received or receivable from employer(s)2010-12-31$20,636
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CENTRAL MA ORTHOPEDICS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL MA ORTHOPEDICS 401(K) PLAN

2010: CENTRAL MA ORTHOPEDICS 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL MA ORTHOPEDICS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number21699
Policy instance 1

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