Logo

PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 401k Plan overview

Plan NamePERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN
Plan identification number 001

PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K 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
  • 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.
  • 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

PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER has sponsored the creation of one or more 401k plans.

Company Name:PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER
Employer identification number (EIN):461665778
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEFFREY B. PERSONS2024-11-04 JEFFREY B. PERSONS2024-11-04
0012022-01-01JEFFREY B. PERSONS2024-11-04 JEFFREY B. PERSONS2024-11-04
0012021-01-01J WAYNE SCOTT2024-11-04
0012020-01-01
0012020-01-01JEFFREY B. PERSONS
0012019-01-01
0012019-01-01JEFFREY B. PERSONS
0012018-01-01
0012017-01-01
0012016-01-01JEFFREY B. PERSONS2017-06-02
0012015-01-01JEFFREY B. PERSONS2016-05-31

Financial Data on PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN

Measure Date Value
2024 : PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-11-040
Total liabilities as of the beginning of the plan year2024-11-040
Total expenses incurred by plan in this plan year2024-11-0414496
Net assets as of the end of the plan year2024-11-04819613
Total assets as of the beginning of the plan year2024-11-04625589
Value of plan covered by a fidelity bond2024-11-0440000
Participant contributions to plan in this plan year2024-11-0452806
Other income to plan in this plan year2024-11-04139205
Plan net income in this plan year2024-11-04194024
Net assets as of the end of the plan year2024-11-04819613
Net assets as of the beginning of the plan year2024-11-04625589
Employer contributions to plan in this plan year2024-11-0416509
Fees paid to broker by Benefit Provider2024-11-047877
Expensese paid to adminstrative service provicers from plan in this plan year2024-11-047877
2020 : PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$130,119
Expenses. Total of all expenses incurred2020-12-31$1,492
Total plan assets at end of year2020-12-31$561,089
Total plan assets at beginning of year2020-12-31$432,462
Value of fidelity bond covering the plan2020-12-31$40,000
Total contributions received or receivable from participants2020-12-31$35,438
Other income received2020-12-31$78,351
Net income (gross income less expenses)2020-12-31$128,627
Net plan assets at end of year (total assets less liabilities)2020-12-31$561,089
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$432,462
Total contributions received or receivable from employer(s)2020-12-31$16,330
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$1,492
2019 : PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$112,165
Expenses. Total of all expenses incurred2019-12-31$1,514
Benefits paid (including direct rollovers)2019-12-31$269
Total plan assets at end of year2019-12-31$432,462
Total plan assets at beginning of year2019-12-31$321,811
Value of fidelity bond covering the plan2019-12-31$40,000
Total contributions received or receivable from participants2019-12-31$34,235
Other income received2019-12-31$61,283
Net income (gross income less expenses)2019-12-31$110,651
Net plan assets at end of year (total assets less liabilities)2019-12-31$432,462
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$321,811
Total contributions received or receivable from employer(s)2019-12-31$16,647
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,245

Form 5500 Responses for PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN

2020: PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: PERSONS ORTHOPAEDIC SPORTS MEDICINE AND JOINT REPLACEMENT CENTER 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1