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CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 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
  • 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.
  • 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

CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC
Employer identification number (EIN):263061381
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2008-07-28
Company Identification Number: L08000072288
Legal Registered Office Address: 333 W Cocoa Beach Causeway

Cocoa Beach

32931

More information about CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARGARET CALLENBERGER2024-06-12
0012022-01-01MARGARET CALLENBERGER2023-07-12
0012021-01-01MARK CALLENBERGER2022-06-27
0012020-01-01MARK CALLENBERGER2021-07-12
0012019-01-01MARK CALLENBERGER2020-06-29
0012018-01-01MARK CALLENBERGER2019-06-26
0012017-01-01MARK CALLENBERGER2018-09-05
0012016-01-01MARK CALLENBERGER2017-06-09
0012015-01-01MARK CALLENBERGER2016-07-06
0012014-01-01MARK CALLENBERGER2015-06-12
0012013-01-01MARK CALLENBERGER2014-07-30
0012012-01-01MARK CALLENBERGER2013-08-21
0012011-01-01MARK CALLENBERGER2012-07-16
0012010-01-01MARK CALLENBERGER2011-09-27

Financial Data on CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-06-160
Total liabilities as of the beginning of the plan year2025-06-160
Total expenses incurred by plan in this plan year2025-06-1644775
Net assets as of the end of the plan year2025-06-161616537
Total assets as of the beginning of the plan year2025-06-161423788
Value of plan covered by a fidelity bond2025-06-16265000
Participant contributions to plan in this plan year2025-06-1637000
Other expenses paid from plan in this plan year2025-06-160
Other contributions to plan in this plan year2025-06-160
Other income to plan in this plan year2025-06-16187642
Plan net income in this plan year2025-06-16192749
Net assets as of the end of the plan year2025-06-161616537
Net assets as of the beginning of the plan year2025-06-161423788
Employer contributions to plan in this plan year2025-06-1612882
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-1611099
2024 : CALLENBERGER ORTHOPEDIC SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-06-120
Total liabilities as of the end of the plan year2024-06-120
Total liabilities as of the beginning of the plan year2024-06-120
Total expenses incurred by plan in this plan year2024-06-129710
Net assets as of the end of the plan year2024-06-121423788
Total assets as of the beginning of the plan year2024-06-121209572
Value of plan covered by a fidelity bond2024-06-12265000
Participant contributions to plan in this plan year2024-06-1226600
Other expenses paid from plan in this plan year2024-06-120
Other contributions to plan in this plan year2024-06-120
Other income to plan in this plan year2024-06-12184663
Plan net income in this plan year2024-06-12214216
Net assets as of the end of the plan year2024-06-121423788
Net assets as of the beginning of the plan year2024-06-121209572
Employer contributions to plan in this plan year2024-06-1212663
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-129710

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