401k Plan data: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN plan

PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 401k Plan overview

Plan Name	PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN
Plan identification number	001

PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

PERFORMANCE ORTHOPEDICS, PLLC has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE ORTHOPEDICS, PLLC

Employer identification number (EIN): 383622637

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Additional information about PERFORMANCE ORTHOPEDICS, PLLC

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 2015-04-20

Company Identification Number: 4744769

Legal Registered Office Address: 27 LAKEVIEW DRIVE
Onondaga
SKANEATELES
United States of America (USA)
13152

More information about PERFORMANCE ORTHOPEDICS, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 KELLY TORRES 2018-10-08
001 2016-01-01 KELLY TORRES
001 2015-01-01 KELLY TORRES
001 2014-01-01 KELLY TORRES 2015-08-17
001 2013-01-01 KELLY TORRES 2014-07-07
001 2012-01-01 KELLY TORRES 2013-06-10
001 2011-01-01 KELLY TORRES 2012-06-06
001 2010-01-01 KELLY TORRES 2011-07-11
001 2009-01-01 SHERI ANKLEY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2017-01-01	KELLY TORRES	2018-10-08
001	2016-01-01	KELLY TORRES
001	2015-01-01	KELLY TORRES
001	2014-01-01	KELLY TORRES	2015-08-17
001	2013-01-01	KELLY TORRES	2014-07-07
001	2012-01-01	KELLY TORRES	2013-06-10
001	2011-01-01	KELLY TORRES	2012-06-06
001	2010-01-01	KELLY TORRES	2011-07-11
001	2009-01-01	SHERI ANKLEY

Plan Statistics for PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN

401k plan membership statisitcs for PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN

Measure Date Value
2016: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 11
Number of participants with account balances 2015-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2009: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 29
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 30
Number of participants with account balances 2009-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2016: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	11
Number of participants with account balances	2015-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2009: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	29
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	30
Number of participants with account balances	2009-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN

Measure	Date	Value
2016 : PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$183,331
Expenses. Total of all expenses incurred	2016-12-31	$31,523
Benefits paid (including direct rollovers)	2016-12-31	$30,399
Total plan assets at end of year	2016-12-31	$1,235,844
Total plan assets at beginning of year	2016-12-31	$1,084,036
Value of fidelity bond covering the plan	2016-12-31	$110,000
Total contributions received or receivable from participants	2016-12-31	$76,350
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$75,947
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$151,808
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,235,844
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,084,036
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$31,034
Value of certain deemed distributions of participant loans	2016-12-31	$1,018
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$106
2015 : PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$66,132
Expenses. Total of all expenses incurred	2015-12-31	$6,718
Benefits paid (including direct rollovers)	2015-12-31	$6,668
Total plan assets at end of year	2015-12-31	$1,084,036
Total plan assets at beginning of year	2015-12-31	$1,024,622
Value of fidelity bond covering the plan	2015-12-31	$110,000
Total contributions received or receivable from participants	2015-12-31	$57,656
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-21,683
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$59,414
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,084,036
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,024,622
Assets. Value of participant loans	2015-12-31	$1,000
Total contributions received or receivable from employer(s)	2015-12-31	$30,159
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$50
2009 : PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN

2016: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2009: PERFORMANCE ORTHOPEDICS, PLLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PERFORMANCE ORTHOPEDICS, PLLC
Employer identification number (EIN):	383622637
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	2015-04-20
Company Identification Number:	4744769
Legal Registered Office Address:	27 LAKEVIEW DRIVE Onondaga SKANEATELES United States of America (USA) 13152