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| Plan Name | ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C PENSION PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C. |
| Employer identification number (EIN): | 042616277 |
| NAIC Classification: | 621111 |
| NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2009-06-01 | JOSEPH A. VENEZIANO, M.D., TRUSTEE |
| Measure | Date | Value |
|---|---|---|
| 2009: ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C PENSION PLAN 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-06-01 | 7 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 5 |
| Total of all active and inactive participants | 2009-06-01 | 7 |
| Total participants | 2009-06-01 | 7 |
| Number of participants with account balances | 2009-06-01 | 7 |
| Measure | Date | Value |
|---|---|---|
| 2011 : ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C PENSION PLAN 2011 401k financial data | ||
| Total income from all sources | 2011-05-31 | $-230,660 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $2,101,226 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $2,101,226 |
| Total plan assets at end of year | 2011-05-31 | $0 |
| Total plan assets at beginning of year | 2011-05-31 | $2,331,886 |
| Other income received | 2011-05-31 | $-230,660 |
| Net income (gross income less expenses) | 2011-05-31 | $-2,331,886 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $2,331,886 |
| 2010 : ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C PENSION PLAN 2010 401k financial data | ||
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-05-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-05-31 | $0 |
| 2009: ORTHOPEDIC ASSOCIATES OF SO. WORCESTER COUNTY, P.C PENSION PLAN 2009 form 5500 responses | ||
|---|---|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
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