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ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST
Plan identification number 002

ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 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
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • 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

ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. has sponsored the creation of one or more 401k plans.

Company Name:ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C.
Employer identification number (EIN):381867780
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01STEVE CUSICK2024-09-30
0022022-01-01STEVE CUSICK2023-10-06
0022022-01-01STEVE CUSICK2024-08-21
0022021-01-01STEVE CUSICK2022-10-03
0022020-01-01STEVE CUSICK2021-10-12
0022019-01-01STEVE CUSICK2020-09-30
0022018-01-01STEVE CUSICK2019-08-07
0022017-01-01STEVE CUSICK2018-10-18
0022017-01-01STEVE CUSICK2018-10-04
0022016-04-01STEVE CUSICK2017-06-05
0022015-04-01STEVE CUSICK2017-01-09
0022014-04-01EDWARD JEFFRIES
0022013-04-01EDWARD JEFFRIES
0022012-04-01EDWARD JEFFRIES
0022011-04-01EDWARD JEFFRIES
0022009-04-01EDWARD JEFFRIES

Financial Data on ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST

Measure Date Value
2025 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-11-183030207
Net assets as of the end of the plan year2025-11-1818368605
Total assets as of the beginning of the plan year2025-11-1819070667
Value of plan covered by a fidelity bond2025-11-18500000
Participant contributions to plan in this plan year2025-11-18116177
Value of participant loans at end of plan year2025-11-1898732
Other income to plan in this plan year2025-11-181654905
Plan net income in this plan year2025-11-18-702062
Net assets as of the end of the plan year2025-11-1818368605
Net assets as of the beginning of the plan year2025-11-1819070667
Employer contributions to plan in this plan year2025-11-18557063
Expensese paid to adminstrative service provicers from plan in this plan year2025-11-18156330
Total expenses incurred by plan in this plan year2025-10-063030207
Net assets as of the end of the plan year2025-10-0618361105
Total assets as of the beginning of the plan year2025-10-0619070667
Value of plan covered by a fidelity bond2025-10-06500000
Participant contributions to plan in this plan year2025-10-06108677
Value of participant loans at end of plan year2025-10-0698732
Other income to plan in this plan year2025-10-061654905
Plan net income in this plan year2025-10-06-709562
Net assets as of the end of the plan year2025-10-0618361105
Net assets as of the beginning of the plan year2025-10-0619070667
Employer contributions to plan in this plan year2025-10-06557063
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-06156330
2024 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-301116358
Net assets as of the end of the plan year2024-09-3019070667
Total assets as of the beginning of the plan year2024-09-3017691606
Value of plan covered by a fidelity bond2024-09-30500000
Participant contributions to plan in this plan year2024-09-30120988
Value of participant loans at end of plan year2024-09-3067383
Other contributions to plan in this plan year2024-09-3027046
Other income to plan in this plan year2024-09-301817754
Plan net income in this plan year2024-09-301379061
Net assets as of the end of the plan year2024-09-3019070667
Net assets as of the beginning of the plan year2024-09-3017691606
Employer contributions to plan in this plan year2024-09-30529631
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-30137558
2015 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-03-31$3,443,459
Expenses. Total of all expenses incurred2015-03-31$339,699
Benefits paid (including direct rollovers)2015-03-31$268,319
Total plan assets at end of year2015-03-31$23,508,830
Total plan assets at beginning of year2015-03-31$20,405,070
Value of fidelity bond covering the plan2015-03-31$500,000
Total contributions received or receivable from participants2015-03-31$115,587
Other income received2015-03-31$2,684,672
Net income (gross income less expenses)2015-03-31$3,103,760
Net plan assets at end of year (total assets less liabilities)2015-03-31$23,508,830
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$20,405,070
Assets. Value of participant loans2015-03-31$102,424
Total contributions received or receivable from employer(s)2015-03-31$643,200
Expenses. Administrative service providers (salaries,fees and commissions)2015-03-31$71,380
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources2014-03-31$4,562,402
Expenses. Total of all expenses incurred2014-03-31$169,983
Benefits paid (including direct rollovers)2014-03-31$35,874
Total plan assets at end of year2014-03-31$20,405,070
Total plan assets at beginning of year2014-03-31$16,012,651
Value of fidelity bond covering the plan2014-03-31$500,000
Total contributions received or receivable from participants2014-03-31$111,609
Other income received2014-03-31$3,905,793
Net income (gross income less expenses)2014-03-31$4,392,419
Net plan assets at end of year (total assets less liabilities)2014-03-31$20,405,070
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$16,012,651
Assets. Value of participant loans2014-03-31$116,518
Total contributions received or receivable from employer(s)2014-03-31$545,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$134,109
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources2013-03-31$2,921,469
Expenses. Total of all expenses incurred2013-03-31$337,643
Benefits paid (including direct rollovers)2013-03-31$221,337
Total plan assets at end of year2013-03-31$16,012,651
Total plan assets at beginning of year2013-03-31$13,428,825
Value of fidelity bond covering the plan2013-03-31$500,000
Total contributions received or receivable from participants2013-03-31$79,591
Contributions received from other sources (not participants or employers)2013-03-31$5,385
Other income received2013-03-31$2,295,225
Net income (gross income less expenses)2013-03-31$2,583,826
Net plan assets at end of year (total assets less liabilities)2013-03-31$16,012,651
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$13,428,825
Assets. Value of participant loans2013-03-31$36,121
Total contributions received or receivable from employer(s)2013-03-31$541,268
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$116,306
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Transfers to/from the plan2012-03-31$909,829
Total income from all sources2012-03-31$1,009,170
Expenses. Total of all expenses incurred2012-03-31$274,933
Benefits paid (including direct rollovers)2012-03-31$155,224
Total plan assets at end of year2012-03-31$13,428,825
Total plan assets at beginning of year2012-03-31$11,784,759
Value of fidelity bond covering the plan2012-03-31$500,000
Other income received2012-03-31$489,683
Net income (gross income less expenses)2012-03-31$734,237
Net plan assets at end of year (total assets less liabilities)2012-03-31$13,428,825
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$11,784,759
Assets. Value of participant loans2012-03-31$28,046
Total contributions received or receivable from employer(s)2012-03-31$519,487
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$119,709
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources2011-03-31$2,709,678
Expenses. Total of all expenses incurred2011-03-31$8,986,748
Benefits paid (including direct rollovers)2011-03-31$8,871,744
Total plan assets at end of year2011-03-31$11,784,759
Total plan assets at beginning of year2011-03-31$18,061,829
Value of fidelity bond covering the plan2011-03-31$500,000
Other income received2011-03-31$2,359,165
Net income (gross income less expenses)2011-03-31$-6,277,070
Net plan assets at end of year (total assets less liabilities)2011-03-31$11,784,759
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$18,061,829
Assets. Value of participant loans2011-03-31$24,252
Total contributions received or receivable from employer(s)2011-03-31$350,513
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$115,004
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST

2014: ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: ASSOCIATED ORTHOPEDISTS OF DETROIT, P.C. PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL-200145
Policy instance 2
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number7054788A
Policy instance 1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number7054788A
Policy instance 1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL-200145
Policy instance 2
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number7054788A
Policy instance 1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL-200145
Policy instance 2
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number7054788A
Policy instance 1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL-200145
Policy instance 2
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract number7054788A
Policy instance 1
SUNAMERICA ANNUITY AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60941 )
Policy contract numberAL-200145
Policy instance 2

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