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JAMES T. CAILLOUETTE PROFIT SHARING PLAN 401k Plan overview

Plan NameJAMES T. CAILLOUETTE PROFIT SHARING PLAN
Plan identification number 004

JAMES T. CAILLOUETTE 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
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC INSTITUTE OF NEWPORT BEACH LIMITED PARTNERSHIP
Employer identification number (EIN):800856095
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES T. CAILLOUETTE PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01LAURIE GALLAGHER2024-07-09
0042022-01-01LAURIE GALLAGHER2023-09-13
0042021-01-01LAURIE GALLAGHER2022-07-20
0042020-01-01CAROL L. MACK2021-07-09
0042019-01-01CARA WALLER2020-06-01
0042018-01-01CARA WALLER2019-06-27
0042017-01-01CARA WALLER2018-06-28
0042016-01-01CARA WALLER2017-06-14
0042015-01-01CARA WALLER2016-06-28
0042013-01-01CARA WALLER2014-07-23

Plan Statistics for JAMES T. CAILLOUETTE PROFIT SHARING PLAN

401k plan membership statisitcs for JAMES T. CAILLOUETTE PROFIT SHARING PLAN

Measure Date Value
2024: JAMES T. CAILLOUETTE PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-091
Total number of particpants at end of year2024-07-090
Number of Participants With Account Balances2024-07-090

Financial Data on JAMES T. CAILLOUETTE PROFIT SHARING PLAN

Measure Date Value
2024 : JAMES T. CAILLOUETTE PROFIT SHARING PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-090
Total liabilities as of the end of the plan year2024-07-090
Total liabilities as of the beginning of the plan year2024-07-090
Total expenses incurred by plan in this plan year2024-07-091533320
Net assets as of the end of the plan year2024-07-090
Total assets as of the beginning of the plan year2024-07-091385740
Value of plan covered by a fidelity bond2024-07-09385000
Participant contributions to plan in this plan year2024-07-090
Other expenses paid from plan in this plan year2024-07-090
Other contributions to plan in this plan year2024-07-090
Other income to plan in this plan year2024-07-09147580
Plan net income in this plan year2024-07-09-1385740
Net assets as of the end of the plan year2024-07-090
Net assets as of the beginning of the plan year2024-07-091385740
Employer contributions to plan in this plan year2024-07-090
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-090

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