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LUCY PROFIT SHARING PLAN 401k Plan overview

Plan NameLUCY PROFIT SHARING PLAN
Plan identification number 013

LUCY 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 LUCY PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132023-01-01LAURIE GALLAGHER2024-07-09
0132022-01-01LAURIE GALLAGHER2023-09-13
0132021-01-01LAURIE GALLAGHER2022-07-20
0132020-01-01CAROL L. MACK2021-07-09
0132019-01-01CARA WALLER2020-06-01
0132018-01-01CARA WALLER2019-06-27
0132017-01-01CARA WALLER2018-06-28
0132016-01-01CARA WALLER2017-06-14
0132013-01-01CARA WALLER2014-07-23

Plan Statistics for LUCY PROFIT SHARING PLAN

401k plan membership statisitcs for LUCY PROFIT SHARING PLAN

Measure Date Value
2025: LUCY PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-231
Total number of particpants at end of year2025-09-231
Number of Participants With Account Balances2025-09-231
2024: LUCY PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-091
Total number of particpants at end of year2024-07-091
Number of Participants With Account Balances2024-07-091

Financial Data on LUCY PROFIT SHARING PLAN

Measure Date Value
2025 : LUCY PROFIT SHARING PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-09-230
Total liabilities as of the end of the plan year2025-09-230
Total expenses incurred by plan in this plan year2025-09-2313620
Net assets as of the end of the plan year2025-09-231881084
Total assets as of the beginning of the plan year2025-09-231722145
Value of plan covered by a fidelity bond2025-09-23385000
Participant contributions to plan in this plan year2025-09-230
Other expenses paid from plan in this plan year2025-09-230
Other contributions to plan in this plan year2025-09-230
Other income to plan in this plan year2025-09-23172559
Plan net income in this plan year2025-09-23158939
Net assets as of the end of the plan year2025-09-231881084
Net assets as of the beginning of the plan year2025-09-231722145
Employer contributions to plan in this plan year2025-09-230
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-2313620
2024 : LUCY 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 year2024-07-0911827
Net assets as of the end of the plan year2024-07-091722145
Total assets as of the beginning of the plan year2024-07-091480722
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 year2024-07-09187250
Plan net income in this plan year2024-07-09241423
Net assets as of the end of the plan year2024-07-091722145
Net assets as of the beginning of the plan year2024-07-091480722
Employer contributions to plan in this plan year2024-07-0966000
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-0911827

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