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ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number 001

ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) 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.
  • 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

ORTHOPEDIC ASSOCIATES OF MIDDLETOWN P.C. has sponsored the creation of one or more 401k plans.

Company Name:ORTHOPEDIC ASSOCIATES OF MIDDLETOWN P.C.
Employer identification number (EIN):061161899
NAIC Classification:621498
NAIC Description:All Other Outpatient Care Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01CHRISTOPHER MARION2021-05-06
0012019-07-01CHRISTOPHER MARION2021-03-15
0012019-01-01ANDREW SYLVESTER2020-07-02
0012018-07-01ANDREW SYLVESTER2020-01-17
0012017-07-01DAVID PRINTY2018-11-29 DAVID PRINTY2018-11-29
0012016-07-01DANIEL NEAL2017-11-10 DANIEL NEAL2017-11-10
0012015-07-01DANIEL E NEAL2016-12-19 DANIEL E NEAL2016-12-19
0012014-07-01DANIEL NEAL2015-12-31 DANIEL NEAL2015-12-31
0012013-07-01DANIEL NEAL2014-12-18 DANIEL NEAL2014-12-18
0012012-07-01DANIEL NEAL2014-04-03 DANIEL NEAL2014-04-03
0012011-07-01DANIEL NEAL2012-12-11 DANIEL NEAL2012-12-11
0012010-07-01DANIEL NEAL
0012009-07-01DANIEL NEAL

Plan Statistics for ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2010: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-0166
Total number of active participants reported on line 7a of the Form 55002010-07-0163
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-018
Total of all active and inactive participants2010-07-0171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0171
Number of participants with account balances2010-07-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-0161
Total number of active participants reported on line 7a of the Form 55002009-07-0158
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-018
Total of all active and inactive participants2009-07-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0166
Number of participants with account balances2009-07-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Financial Data on ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

Measure Date Value
2011 : ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-06-30$1,957,719
Expenses. Total of all expenses incurred2011-06-30$178,786
Benefits paid (including direct rollovers)2011-06-30$176,164
Total plan assets at end of year2011-06-30$8,743,847
Total plan assets at beginning of year2011-06-30$6,964,914
Value of fidelity bond covering the plan2011-06-30$500,000
Total contributions received or receivable from participants2011-06-30$271,117
Expenses. Other expenses not covered elsewhere2011-06-30$2,622
Contributions received from other sources (not participants or employers)2011-06-30$1,065
Other income received2011-06-30$1,497,484
Net income (gross income less expenses)2011-06-30$1,778,933
Net plan assets at end of year (total assets less liabilities)2011-06-30$8,743,847
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$6,964,914
Assets. Value of participant loans2011-06-30$85,668
Total contributions received or receivable from employer(s)2011-06-30$188,053

Form 5500 Responses for ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN

2010: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: ORTHOPEDIC ASSOCIATES OF MIDDLETOWN, P.C. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

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