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FAMILY ORTHOPAEDICS 401(K) PLAN 401k Plan overview

Plan NameFAMILY ORTHOPAEDICS 401(K) PLAN
Plan identification number 001

FAMILY ORTHOPAEDICS 401(K) 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.
  • 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.
  • 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

FAMILY ORTHOPAEDICS & SPORTS MEDICINE OF NORTHERN VIRGINIA, P.C. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY ORTHOPAEDICS & SPORTS MEDICINE OF NORTHERN VIRGINIA, P.C.
Employer identification number (EIN):541378759
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about FAMILY ORTHOPAEDICS & SPORTS MEDICINE OF NORTHERN VIRGINIA, P.C.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 1986-04-30
Company Identification Number: 0286372
Legal Registered Office Address: 2010 C OPITZ BLVD

WOODBRIDGE
United States of America (USA)
22191

More information about FAMILY ORTHOPAEDICS & SPORTS MEDICINE OF NORTHERN VIRGINIA, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY ORTHOPAEDICS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01KENNETH G. WARD
0012015-01-01KENNETH G. WARD
0012014-01-01KENNETH G. WARD
0012013-01-01KENNETH G. WARD
0012012-01-01KENNETH G. WARD
0012011-01-01KENNETH WARD
0012009-01-01KENNETH WARD

Plan Statistics for FAMILY ORTHOPAEDICS 401(K) PLAN

401k plan membership statisitcs for FAMILY ORTHOPAEDICS 401(K) PLAN

Measure Date Value
2016: FAMILY ORTHOPAEDICS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FAMILY ORTHOPAEDICS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-019
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FAMILY ORTHOPAEDICS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-015
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-018
Number of participants with account balances2014-01-018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FAMILY ORTHOPAEDICS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-017
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0111
Number of participants with account balances2013-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: FAMILY ORTHOPAEDICS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0114
Total number of active participants reported on line 7a of the Form 55002012-01-0110
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FAMILY ORTHOPAEDICS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0114
Total number of active participants reported on line 7a of the Form 55002011-01-019
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FAMILY ORTHOPAEDICS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0116
Total number of active participants reported on line 7a of the Form 55002009-01-018
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0114
Total participants2009-01-0114
Number of participants with account balances2009-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on FAMILY ORTHOPAEDICS 401(K) PLAN

Measure Date Value
2016 : FAMILY ORTHOPAEDICS 401(K) PLAN 2016 401k financial data
Total income from all sources2016-12-31$155,133
Expenses. Total of all expenses incurred2016-12-31$2,711,957
Benefits paid (including direct rollovers)2016-12-31$2,650,111
Total plan assets at end of year2016-12-31$0
Total plan assets at beginning of year2016-12-31$2,556,824
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$155,133
Net income (gross income less expenses)2016-12-31$-2,556,824
Net plan assets at end of year (total assets less liabilities)2016-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,556,824
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$61,846
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FAMILY ORTHOPAEDICS 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$12,022
Expenses. Total of all expenses incurred2015-12-31$1,762,987
Benefits paid (including direct rollovers)2015-12-31$1,647,125
Total plan assets at end of year2015-12-31$2,556,824
Total plan assets at beginning of year2015-12-31$4,307,789
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$47,629
Other income received2015-12-31$-37,896
Net income (gross income less expenses)2015-12-31$-1,750,965
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,556,824
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,307,789
Total contributions received or receivable from employer(s)2015-12-31$2,289
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$115,862
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FAMILY ORTHOPAEDICS 401(K) PLAN 2014 401k financial data
Total income from all sources2014-12-31$394,096
Expenses. Total of all expenses incurred2014-12-31$281,629
Benefits paid (including direct rollovers)2014-12-31$173,606
Total plan assets at end of year2014-12-31$4,307,789
Total plan assets at beginning of year2014-12-31$4,195,322
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$56,372
Other income received2014-12-31$332,983
Net income (gross income less expenses)2014-12-31$112,467
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,307,789
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$4,195,322
Total contributions received or receivable from employer(s)2014-12-31$4,741
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$108,023
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FAMILY ORTHOPAEDICS 401(K) PLAN 2013 401k financial data
Total income from all sources2013-12-31$556,215
Expenses. Total of all expenses incurred2013-12-31$155,877
Benefits paid (including direct rollovers)2013-12-31$77,129
Total plan assets at end of year2013-12-31$4,195,322
Total plan assets at beginning of year2013-12-31$3,794,984
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$69,750
Other income received2013-12-31$480,107
Net income (gross income less expenses)2013-12-31$400,338
Net plan assets at end of year (total assets less liabilities)2013-12-31$4,195,322
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,794,984
Total contributions received or receivable from employer(s)2013-12-31$6,358
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$78,748
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : FAMILY ORTHOPAEDICS 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$172,737
Expenses. Total of all expenses incurred2012-12-31$227,565
Benefits paid (including direct rollovers)2012-12-31$187,271
Total plan assets at end of year2012-12-31$3,794,984
Total plan assets at beginning of year2012-12-31$3,849,812
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$68,595
Other income received2012-12-31$104,142
Net income (gross income less expenses)2012-12-31$-54,828
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,794,984
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,849,812
Total contributions received or receivable from employer(s)2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$40,294
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : FAMILY ORTHOPAEDICS 401(K) PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$-158,646
Expenses. Total of all expenses incurred2011-12-31$113,879
Benefits paid (including direct rollovers)2011-12-31$65,277
Total plan assets at end of year2011-12-31$3,849,812
Total plan assets at beginning of year2011-12-31$4,122,337
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$64,950
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-231,245
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-272,525
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,849,812
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,122,337
Total contributions received or receivable from employer(s)2011-12-31$7,649
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$48,602
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : FAMILY ORTHOPAEDICS 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$5
Total income from all sources2010-12-31$593,648
Expenses. Total of all expenses incurred2010-12-31$126,544
Benefits paid (including direct rollovers)2010-12-31$88,935
Total plan assets at end of year2010-12-31$4,122,337
Total plan assets at beginning of year2010-12-31$3,655,238
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$51,907
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$533,963
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$467,104
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,122,337
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,655,233
Total contributions received or receivable from employer(s)2010-12-31$7,778
Value of certain deemed distributions of participant loans2010-12-31$37,609
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FAMILY ORTHOPAEDICS 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAMILY ORTHOPAEDICS 401(K) PLAN

2016: FAMILY ORTHOPAEDICS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAMILY ORTHOPAEDICS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAMILY ORTHOPAEDICS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAMILY ORTHOPAEDICS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAMILY ORTHOPAEDICS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAMILY ORTHOPAEDICS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: FAMILY ORTHOPAEDICS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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