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PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN 401k Plan overview

Plan NamePREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN
Plan identification number 002

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA 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
  • 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

PREMIER ORTHOPEDIC OF SOUTH JERSEY PA has sponsored the creation of one or more 401k plans.

Company Name:PREMIER ORTHOPEDIC OF SOUTH JERSEY PA
Employer identification number (EIN):202803117
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01TODD LIPSCHULTZ2024-10-11 TODD LIPSCHULTZ2024-10-11
0022022-01-01TODD LIPSCHULTZ2023-10-08 TODD LIPSCHULTZ2023-10-08
0022021-01-01TODD LIPSCHULTZ2022-10-10 TODD LIPSCHULTZ2022-10-10
0022020-01-01TODD LIPSCHULTZ2021-10-13 TODD LIPSCHULTZ2021-10-13
0022019-01-01TODD LIPSCHULTZ2020-10-15
0022018-01-01TODD LIPSCHULTZ2019-10-14 TODD LIPSCHULTZ2019-10-14
0022017-01-01TODD LIPSCHULTZ2018-10-13 TODD LIPSCHULTZ2018-10-13
0022016-01-01TODD LIPSCHULTZ2017-10-12 TODD LIPSCHULTZ2017-10-12
0022015-01-01TODD LIPSCHULTZ2016-10-14 TODD LIPSCHULTZ2016-10-14

Plan Statistics for PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN

401k plan membership statisitcs for PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN

Measure Date Value
2025: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1311
Total number of particpants at end of year2025-10-1313
Number of Participants With Account Balances2025-10-1313
2024: PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1112
Total number of particpants at end of year2024-10-1111
Number of Participants With Account Balances2024-10-1111

Financial Data on PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN

Measure Date Value
2025 : PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-130
Total liabilities as of the end of the plan year2025-10-130
Total liabilities as of the beginning of the plan year2025-10-130
Total expenses incurred by plan in this plan year2025-10-134040
Net assets as of the end of the plan year2025-10-13605102
Total assets as of the beginning of the plan year2025-10-13447633
Participant contributions to plan in this plan year2025-10-130
Other expenses paid from plan in this plan year2025-10-130
Other contributions to plan in this plan year2025-10-130
Other income to plan in this plan year2025-10-1354287
Plan net income in this plan year2025-10-13157469
Net assets as of the end of the plan year2025-10-13605102
Net assets as of the beginning of the plan year2025-10-13447633
Employer contributions to plan in this plan year2025-10-13107222
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-134040
2024 : PREMIER ORTHOPEDIC OF SOUTH JERSEY PA PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-117175
Net assets as of the end of the plan year2024-10-11447633
Total assets as of the beginning of the plan year2024-10-11351571
Participant contributions to plan in this plan year2024-10-110
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-1157935
Plan net income in this plan year2024-10-1196062
Net assets as of the end of the plan year2024-10-11447633
Net assets as of the beginning of the plan year2024-10-11351571
Employer contributions to plan in this plan year2024-10-1145302
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-113177

Potentially related plans

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