Logo

MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 401k Plan overview

Plan NameMERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN
Plan identification number 001

MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS 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
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES L.L.C.
Employer identification number (EIN):043495392
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-11-01
0012019-11-01
0012018-11-01
0012017-11-01
0012016-11-01LAWRENCE P. JOHNSON, M.D., TRUSTEE2018-08-16
0012015-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012014-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012013-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012012-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012011-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012009-11-01LAWRENCE JOHNSON, M.D., TRUSTEE
0012008-11-01

Plan Statistics for MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN

401k plan membership statisitcs for MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN

Measure Date Value
2015: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-0133
Total number of active participants reported on line 7a of the Form 55002015-11-0120
Number of other retired or separated participants entitled to future benefits2015-11-0111
Total of all active and inactive participants2015-11-0131
Total participants2015-11-0131
Number of participants with account balances2015-11-0131
2014: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-11-0131
Total number of active participants reported on line 7a of the Form 55002014-11-0119
Number of other retired or separated participants entitled to future benefits2014-11-0114
Total of all active and inactive participants2014-11-0133
Total participants2014-11-0133
Number of participants with account balances2014-11-0133
2013: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-11-0131
Total number of active participants reported on line 7a of the Form 55002013-11-0118
Number of other retired or separated participants entitled to future benefits2013-11-0113
Total of all active and inactive participants2013-11-0131
Total participants2013-11-0131
Number of participants with account balances2013-11-0131
2012: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-11-0130
Total number of active participants reported on line 7a of the Form 55002012-11-0120
Number of other retired or separated participants entitled to future benefits2012-11-0111
Total of all active and inactive participants2012-11-0131
Total participants2012-11-0131
Number of participants with account balances2012-11-0131
2011: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-11-0132
Total number of active participants reported on line 7a of the Form 55002011-11-0118
Number of other retired or separated participants entitled to future benefits2011-11-0112
Total of all active and inactive participants2011-11-0130
Total participants2011-11-0130
Number of participants with account balances2011-11-0130
2009: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-11-0130
Total number of active participants reported on line 7a of the Form 55002009-11-0117
Number of other retired or separated participants entitled to future benefits2009-11-0113
Total of all active and inactive participants2009-11-0130
Total participants2009-11-0130
Number of participants with account balances2009-11-0130

Financial Data on MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN

Measure Date Value
2016 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-10-31$406,198
Expenses. Total of all expenses incurred2016-10-31$1,482
Total plan assets at end of year2016-10-31$4,276,932
Total plan assets at beginning of year2016-10-31$3,872,216
Value of fidelity bond covering the plan2016-10-31$500,000
Total contributions received or receivable from participants2016-10-31$93,328
Other income received2016-10-31$125,646
Net income (gross income less expenses)2016-10-31$404,716
Net plan assets at end of year (total assets less liabilities)2016-10-31$4,276,932
Net plan assets at beginning of year (total assets less liabilities)2016-10-31$3,872,216
Total contributions received or receivable from employer(s)2016-10-31$187,224
Expenses. Administrative service providers (salaries,fees and commissions)2016-10-31$1,482
2015 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-10-31$308,626
Expenses. Total of all expenses incurred2015-10-31$245,965
Benefits paid (including direct rollovers)2015-10-31$245,277
Total plan assets at end of year2015-10-31$3,872,216
Total plan assets at beginning of year2015-10-31$3,809,555
Total contributions received or receivable from participants2015-10-31$85,323
Other income received2015-10-31$36,956
Net income (gross income less expenses)2015-10-31$62,661
Net plan assets at end of year (total assets less liabilities)2015-10-31$3,872,216
Net plan assets at beginning of year (total assets less liabilities)2015-10-31$3,809,555
Assets. Value of participant loans2015-10-31$38,849
Total contributions received or receivable from employer(s)2015-10-31$186,347
Expenses. Administrative service providers (salaries,fees and commissions)2015-10-31$688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
2014 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-10-31$504,601
Expenses. Total of all expenses incurred2014-10-31$42,116
Benefits paid (including direct rollovers)2014-10-31$40,000
Total plan assets at end of year2014-10-31$3,809,555
Total plan assets at beginning of year2014-10-31$3,347,070
Total contributions received or receivable from participants2014-10-31$81,945
Other income received2014-10-31$263,740
Net income (gross income less expenses)2014-10-31$462,485
Net plan assets at end of year (total assets less liabilities)2014-10-31$3,809,555
Net plan assets at beginning of year (total assets less liabilities)2014-10-31$3,347,070
Assets. Value of participant loans2014-10-31$43,746
Total contributions received or receivable from employer(s)2014-10-31$158,916
Expenses. Administrative service providers (salaries,fees and commissions)2014-10-31$2,116
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
2013 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-10-31$624,766
Expenses. Total of all expenses incurred2013-10-31$36,190
Benefits paid (including direct rollovers)2013-10-31$31,904
Total plan assets at end of year2013-10-31$3,347,070
Total plan assets at beginning of year2013-10-31$2,758,494
Total contributions received or receivable from participants2013-10-31$84,625
Other income received2013-10-31$372,972
Net income (gross income less expenses)2013-10-31$588,576
Net plan assets at end of year (total assets less liabilities)2013-10-31$3,347,070
Net plan assets at beginning of year (total assets less liabilities)2013-10-31$2,758,494
Total contributions received or receivable from employer(s)2013-10-31$167,169
Expenses. Administrative service providers (salaries,fees and commissions)2013-10-31$4,286
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
2012 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-10-31$382,297
Expenses. Total of all expenses incurred2012-10-31$10,246
Benefits paid (including direct rollovers)2012-10-31$4,426
Total plan assets at end of year2012-10-31$2,756,724
Total plan assets at beginning of year2012-10-31$2,384,673
Total contributions received or receivable from participants2012-10-31$67,043
Other income received2012-10-31$168,316
Net income (gross income less expenses)2012-10-31$372,051
Net plan assets at end of year (total assets less liabilities)2012-10-31$2,756,724
Net plan assets at beginning of year (total assets less liabilities)2012-10-31$2,384,673
Total contributions received or receivable from employer(s)2012-10-31$146,938
Expenses. Administrative service providers (salaries,fees and commissions)2012-10-31$5,820
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
2011 : MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-10-31$226,686
Expenses. Total of all expenses incurred2011-10-31$18,941
Benefits paid (including direct rollovers)2011-10-31$13,400
Total plan assets at end of year2011-10-31$2,384,673
Total plan assets at beginning of year2011-10-31$2,176,928
Total contributions received or receivable from participants2011-10-31$65,249
Other income received2011-10-31$28,439
Net income (gross income less expenses)2011-10-31$207,745
Net plan assets at end of year (total assets less liabilities)2011-10-31$2,384,673
Net plan assets at beginning of year (total assets less liabilities)2011-10-31$2,176,928
Assets. Value of participant loans2011-10-31$40,478
Total contributions received or receivable from employer(s)2011-10-31$132,998
Expenses. Administrative service providers (salaries,fees and commissions)2011-10-31$5,541

Form 5500 Responses for MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN

2015: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedYes
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2009: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01This submission is the final filingNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: MERRIMACK VALLEY ORTHOPEDIC ASSOCIATES, L.L.C., PS PROFIT SHARING PLAN 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

Potentially related plans

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